United Advisor Group, LLC
Position in IBM — International Business Machines Corp
CIK 2004873
CINCINNATI, OH
Position in IBM
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$2,107,668
+$653,328 QoQ
Shares Held
7,495
+24.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.59%
of 13F equity value
Holder Rank
#1,358
of 3,616 holders
Holding Since
Dec 2023
11 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, 2026United Advisor Group, LLC holds $2,672,335 across 3 Information Technology Services names. IBM ranks #1 (78.9% of the industry book) .
All Filings in IBM
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,107,668 | 7,495 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $1,454,340 | 6,000 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $2,030,223 | 6,854 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $1,913,609 | 6,782 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,374,853 | 4,664 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,099,325 | 4,421 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $1,245,776 | 5,667 | Shares | Sole | 2025-02-24 | |
| 2024-09-30 | $1,293,760 | 5,852 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $533,896 | 3,087 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $552,256 | 2,892 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $506,023 | 3,094 | Shares | Sole | 2024-02-16 | |
| No filing history on record for this holder in this stock. | ||||||