O'Connor Financial Group LLC
Position in IBM — International Business Machines Corp
CIK 1973783
QUINCY, IL
Position in IBM
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$244,652
+$41,045 QoQ
Shares Held
870
+3.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.97%
of 13F equity value
Holder Rank
#3,179
of 3,616 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in IBM Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026O'Connor Financial Group LLC holds $267,892 across 2 Information Technology Services names. IBM ranks #1 (91.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
This page
|
870 | $244,652 | |
| 2 | WIT |
Wipro Ltd
|
10,329 | $23,240 |
All Filings in IBM
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $244,652 | 870 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $203,607 | 840 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $249,705 | 843 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $235,321 | 834 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $246,436 | 836 | Shares | Sole | 2025-07-07 | |
| 2025-03-31 | $204,149 | 821 | Shares | Sole | 2025-04-07 | |
| No filing history on record for this holder in this stock. | ||||||