Exchange Bank
BankPosition in IBM — International Business Machines Corp
CIK 2001155
SANTA ROSA, CA
Position in IBM
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$3,229,133
+$417,168 QoQ
Shares Held
11,483
-1.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
2.87%
of 13F equity value
Holder Rank
#1,081
of 3,616 holders
Holding Since
Jun 2023
13 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in IBM Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026Exchange Bank holds $3,537,270 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
|
11,483 | $3,229,133 | |
| 2 | BR |
Broadridge Financial Solutions, Inc.
|
2,250 | $308,137 |
All Filings in IBM
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,229,133 | 11,483 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $2,811,965 | 11,601 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $3,440,774 | 11,616 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $3,308,607 | 11,726 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $2,306,947 | 7,826 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $1,952,975 | 7,854 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $1,736,216 | 7,898 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $1,708,284 | 7,727 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $1,336,384 | 7,727 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $1,485,095 | 7,777 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $1,281,250 | 7,834 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $1,088,868 | 7,761 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $1,042,245 | 7,789 | Shares | Sole | 2023-11-15 | |
| No filing history on record for this holder in this stock. | ||||||