Financial Perspectives, Inc
Position in IBM — International Business Machines Corp
CIK 2003287
MINNEAPOLIS, MN
Position in IBM
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$66,084
+$9,123 QoQ
Shares Held
235
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#3,497
of 3,611 holders
Holding Since
Mar 2020
26 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, 2026Financial Perspectives, Inc holds $108,955 across 6 Information Technology Services names. IBM ranks #1 (60.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
This page
|
235 | $66,084 | |
| 2 | ACN |
Accenture plc
|
210 | $26,132 | |
| 3 | CTSH |
Cognizant Technology Solutions Corp
|
272 | $10,534 | |
| 4 | FIS |
Fidelity National Information Services, Inc.
|
155 | $6,026 | |
| 5 | UIS |
Unisys Corp
|
30 | $109 | |
| 6 | DXC |
DXC Technology Co
|
8 | $70 |
All Filings in IBM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $66,084 | 235 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $56,961 | 235 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $47,393 | 160 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $45,145 | 160 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $47,164 | 160 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $39,785 | 160 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $35,172 | 160 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $35,372 | 160 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $27,672 | 160 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $30,553 | 160 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $26,495 | 162 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $22,448 | 160 | Shares | Sole | 2024-01-10 | |
| 2023-06-30 | $21,409 | 160 | Shares | Sole | 2024-01-10 | |
| 2023-03-31 | $20,974 | 160 | Shares | Sole | 2024-01-10 | |
| 2022-12-31 | $5,635 | 40 | Shares | Sole | 2024-01-10 | |
| 2022-09-30 | $4,752 | 40 | Shares | Sole | 2024-01-10 | |
| 2022-06-30 | $5,647 | 40 | Shares | Sole | 2024-01-10 | |
| 2022-03-31 | $5,200 | 40 | Shares | Sole | 2024-01-10 | |
| 2021-12-31 | $5,346 | 40 | Shares | Sole | 2024-01-10 | |
| 2021-09-30 | $5,557 | 40 | Shares | Sole | 2024-01-10 | |
| 2021-06-30 | $5,863 | 40 | Shares | Sole | 2024-01-10 | |
| 2021-03-31 | $40 | 5,330 | Shares | Sole | 2024-01-10 | |
| 2020-12-31 | $15,609 | 124 | Shares | Sole | 2024-01-10 | |
| 2020-09-30 | $15,087 | 124 | Shares | Sole | 2024-01-10 | |
| 2020-06-30 | $14,975 | 124 | Shares | Sole | 2024-01-10 | |
| 2020-03-31 | $11,980 | 108 | Shares | Sole | 2024-01-10 | |
| No filing history on record for this holder in this stock. | ||||||