Abacus Wealth Partners, LLC
Position in IBM — International Business Machines Corp
CIK 1978011
SANTA MONICA, CA
Position in IBM
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$334,358
-$354,999 QoQ
Shares Held
1,189
-58.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#2,848
of 3,554 holders
Holding Since
Dec 2020
22 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, 2026Abacus Wealth Partners, LLC holds $1,340,847 across 5 Information Technology Services names. IBM ranks #1 (24.9% of the industry book) .
All Filings in IBM
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $334,358 | 1,189 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $689,357 | 2,844 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $839,755 | 2,835 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $363,422 | 1,288 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $425,367 | 1,443 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $361,800 | 1,455 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $293,253 | 1,334 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $294,699 | 1,333 | Shares | Sole | 2024-10-03 | |
| 2024-06-30 | $234,347 | 1,355 | Shares | Sole | 2024-07-11 | |
| 2024-03-31 | $249,584 | 1,307 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $251,867 | 1,540 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $213,676 | 1,523 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $637,738 | 4,766 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $671,311 | 5,121 | Shares | Sole | 2023-05-19 | |
| 2022-12-31 | $225,283 | 1,599 | Shares | Sole | 2023-06-01 | |
| 2022-06-30 | $302,287 | 2,141 | Shares | Sole | 2023-05-31 | |
| 2022-03-31 | $276,552 | 2,127 | Shares | Sole | 2023-05-31 | |
| 2021-12-31 | $298,730 | 2,235 | Shares | Sole | 2023-05-31 | |
| 2021-09-30 | $356,216 | 2,564 | Shares | Sole | 2023-05-31 | |
| 2021-06-30 | $441,529 | 3,012 | Shares | Sole | 2023-05-31 | |
| 2021-03-31 | $473,072 | 3,550 | Shares | Sole | 2023-05-31 | |
| 2020-12-31 | $424,341 | 3,371 | Shares | Sole | 2023-05-31 | |
| No filing history on record for this holder in this stock. | ||||||