Trueblood Wealth Management, LLC
Position in IBM — International Business Machines Corp
CIK 2005380
LIMA, OH
Position in IBM
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$1,102,905
+$119,044 QoQ
Shares Held
3,922
-3.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.59%
of 13F equity value
Holder Rank
#1,818
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, 2026Trueblood Wealth Management, LLC holds $2,597,480 across 3 Information Technology Services names. IBM ranks #1 (42.5% of the industry book) .
All Filings in IBM
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,102,905 | 3,922 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $983,861 | 4,059 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $1,320,207 | 4,457 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $1,217,520 | 4,315 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $1,133,723 | 3,846 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $905,619 | 3,642 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $722,581 | 3,287 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $611,949 | 2,768 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $461,430 | 2,668 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $401,016 | 2,100 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $227,334 | 1,390 | Shares | Sole | 2024-01-18 | |
| No filing history on record for this holder in this stock. | ||||||