Dupree Financial Group, LLC
Position in IBM — International Business Machines Corp
CIK 1989251
LEXINGTON, KY
Position in IBM
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$223,561
-$67,021 QoQ
Shares Held
795
-19.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#3,278
of 3,626 holders
Holding Since
Mar 2024
9 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, 2026Dupree Financial Group, LLC holds $3,520,262 across 3 Information Technology Services names. IBM ranks #3 (6.4% of the industry book) .
All Filings in IBM
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $223,561 | 795 | Shares | Sole | 2026-07-23 | |
| 2025-12-31 | $290,582 | 981 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $276,798 | 981 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $225,211 | 764 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $292,424 | 1,176 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $261,377 | 1,189 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $258,000 | 1,167 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $210,999 | 1,220 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $227,815 | 1,193 | Shares | Sole | 2024-04-19 | |
| No filing history on record for this holder in this stock. | ||||||