Etesian Wealth Advisors, Inc.
Position in IBM — International Business Machines Corp
CIK 1997586
West Linn, OR
Position in IBM
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$1,324,780
+$147,492 QoQ
Shares Held
4,711
-3.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.47%
of 13F equity value
Holder Rank
#1,675
of 3,615 holders
Holding Since
Dec 2022
15 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, 2026Etesian Wealth Advisors, Inc. holds $2,386,603 across 3 Information Technology Services names. IBM ranks #1 (55.5% of the industry book) .
All Filings in IBM
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,324,780 | 4,711 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $1,177,288 | 4,857 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $1,490,232 | 5,031 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,547,365 | 5,484 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $1,659,611 | 5,630 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $1,627,479 | 6,545 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $1,526,719 | 6,945 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $1,453,158 | 6,573 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $1,135,243 | 6,564 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $1,253,461 | 6,564 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $1,083,682 | 6,626 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $977,470 | 6,967 | Shares | Sole | 2024-01-16 | |
| 2023-06-30 | $933,726 | 6,978 | Shares | Sole | 2024-01-16 | |
| 2023-03-31 | $888,265 | 6,776 | Shares | Sole | 2024-01-16 | |
| 2022-12-31 | $915,785 | 6,500 | Shares | Sole | 2024-01-16 | |
| No filing history on record for this holder in this stock. | ||||||