Duncan Williams Asset Management, LLC
Position in IBM — International Business Machines Corp
CIK 2011771
MEMPHIS, TN
Position in IBM
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$803,698
+$151,185 QoQ
Shares Held
2,858
+6.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.60%
of 13F equity value
Holder Rank
#2,099
of 3,616 holders
Holding Since
Sep 2024
8 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, 2026Duncan Williams Asset Management, LLC holds $3,325,874 across 3 Information Technology Services names. IBM ranks #2 (24.2% of the industry book) .
All Filings in IBM
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $803,698 | 2,858 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $652,513 | 2,692 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $817,539 | 2,760 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $699,756 | 2,480 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $845,429 | 2,868 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $716,140 | 2,880 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $625,416 | 2,845 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $234,344 | 1,060 | Shares | Sole | 2024-10-03 | |
| No filing history on record for this holder in this stock. | ||||||