Trifecta Capital Advisors, LLC
Position in IBM — International Business Machines Corp
CIK 1962615
NORTHBROOK, IL
Position in IBM
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$28,121
+$4,367 QoQ
Shares Held
100
+2.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#3,557
of 3,616 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in IBM Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026Trifecta Capital Advisors, LLC holds $137,390 across 3 Information Technology Services names. IBM ranks #2 (20.5% of the industry book) .
All Filings in IBM
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $28,121 | 100 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $23,754 | 98 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $29,028 | 98 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $35,552 | 126 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $16,212 | 55 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $13,676 | 55 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $12,310 | 56 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $12,380 | 56 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $9,685 | 56 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $10,693 | 56 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $9,649 | 59 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $8,277 | 59 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $7,894 | 59 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $7,734 | 59 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $8,312 | 59 | Shares | Sole | 2023-01-18 | |
| No filing history on record for this holder in this stock. | ||||||