HTG Investment Advisors, Inc.
Position in IBM — International Business Machines Corp
CIK 1963875
NEW CANAAN, CT
Position in IBM
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$1,018,823
+$587,369 QoQ
Shares Held
3,623
+103.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
2.33%
of 13F equity value
Holder Rank
#1,872
of 3,616 holders
Holding Since
Sep 2023
12 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, 2026HTG Investment Advisors, Inc. holds $1,051,635 across 2 Information Technology Services names. IBM ranks #1 (96.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
This page
|
3,623 | $1,018,823 | |
| 2 | CNDT |
CONDUENT Inc
|
22,474 | $32,812 |
All Filings in IBM
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,018,823 | 3,623 | Shares | Defined | 2026-08-06 | |
| 2026-03-31 | $431,454 | 1,780 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $470,085 | 1,587 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $447,787 | 1,587 | Shares | Defined | 2025-11-07 | |
| 2025-06-30 | $477,248 | 1,619 | Shares | Defined | 2025-07-23 | |
| 2025-03-31 | $405,564 | 1,631 | Shares | Defined | 2025-05-02 | |
| 2024-12-31 | $363,818 | 1,655 | Shares | Defined | 2025-01-27 | |
| 2024-09-30 | $376,057 | 1,701 | Shares | Defined | 2024-11-04 | |
| 2024-06-30 | $289,345 | 1,673 | Shares | Defined | 2024-07-31 | |
| 2024-03-31 | $347,547 | 1,820 | Shares | Defined | 2024-04-29 | |
| 2023-12-31 | $297,661 | 1,820 | Shares | Defined | 2024-01-29 | |
| 2023-09-30 | $364,780 | 2,600 | Shares | Defined | 2023-10-24 | |
| No filing history on record for this holder in this stock. | ||||||