Advyzon Investment Management, LLC
Position in IBM — International Business Machines Corp
CIK 2011872
LISLE, IL
Position in IBM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,010,088
+$338,082 QoQ
Shares Held
7,148
+3.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
#1,381
of 3,611 holders
Holding Since
Dec 2024
7 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, 2026Advyzon Investment Management, LLC holds $3,542,671 across 4 Information Technology Services names. IBM ranks #1 (56.7% of the industry book) .
All Filings in IBM
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,010,088 | 7,148 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $1,672,006 | 6,898 | Shares | Other | 2026-05-12 | |
| 2025-12-31 | $1,521,630 | 5,137 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $824,470 | 2,922 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $433,916 | 1,472 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $354,091 | 1,424 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $328,206 | 1,493 | Shares | Defined | 2025-02-03 | |
| No filing history on record for this holder in this stock. | ||||||