Mowery & Schoenfeld Wealth Management, LLC
Position in IBM — International Business Machines Corp
CIK 2019946
LINCOLNSHIRE, IL
Position in IBM
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$76,770
+$10,598 QoQ
Shares Held
273
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#3,497
of 3,627 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 64%
Shared 0%
None 36%
Common Shares in IBM Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026Mowery & Schoenfeld Wealth Management, LLC holds $91,872 across 3 Information Technology Services names. IBM ranks #1 (83.6% 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 | $76,770 | 273 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $66,172 | 273 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $90,047 | 304 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $77,876 | 276 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $84,307 | 286 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $125,573 | 505 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $69,466 | 316 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $53,059 | 240 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $28,190 | 163 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $31,126 | 163 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $26,658 | 163 | Shares | Sole | 2024-05-14 | |
| No filing history on record for this holder in this stock. | ||||||