TRAPHAGEN INVESTMENT ADVISORS LLC
Position in IBM — International Business Machines Corp
CIK 2023380
ORADELL, NJ
Position in IBM
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$1,014,886
+$143,252 QoQ
Shares Held
3,609
+0.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.42%
of 13F equity value
Holder Rank
#1,879
of 3,616 holders
Holding Since
Mar 2020
26 quarters on record
Common Shares in IBM Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026TRAPHAGEN INVESTMENT ADVISORS LLC holds $1,014,886 across 1 Information Technology Services name. IBM ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
This page
|
3,609 | $1,014,886 |
All Filings in IBM
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,014,886 | 3,609 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $871,634 | 3,596 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $1,110,491 | 3,749 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $1,105,785 | 3,919 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $1,055,901 | 3,582 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $891,446 | 3,585 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $918,449 | 4,178 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $702,150 | 3,176 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $575,750 | 3,329 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $610,308 | 3,196 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $516,490 | 3,158 | Shares | Sole | 2024-06-17 | |
| 2023-09-30 | $458,219 | 3,266 | Shares | Sole | 2024-06-17 | |
| 2023-06-30 | $436,889 | 3,265 | Shares | Sole | 2024-06-17 | |
| 2023-03-31 | $441,904 | 3,371 | Shares | Sole | 2024-06-17 | |
| 2022-12-31 | $438,590 | 3,113 | Shares | Sole | 2024-06-17 | |
| 2022-09-30 | $367,360 | 3,092 | Shares | Sole | 2024-06-17 | |
| 2022-06-30 | $468,750 | 3,320 | Shares | Sole | 2024-06-17 | |
| 2022-03-31 | $426,725 | 3,282 | Shares | Sole | 2024-06-17 | |
| 2021-12-31 | $443,751 | 3,320 | Shares | Sole | 2024-06-17 | |
| 2021-09-30 | $466,249 | 3,356 | Shares | Sole | 2024-06-17 | |
| 2021-06-30 | $422,032 | 2,879 | Shares | Sole | 2024-06-17 | |
| 2021-03-31 | $380,723 | 2,857 | Shares | Sole | 2024-06-17 | |
| 2020-12-31 | $410,494 | 3,261 | Shares | Sole | 2024-06-17 | |
| 2020-09-30 | $411,487 | 3,382 | Shares | Sole | 2024-06-17 | |
| 2020-06-30 | $418,830 | 3,468 | Shares | Sole | 2024-06-17 | |
| 2020-03-31 | $379,824 | 3,424 | Shares | Sole | 2024-06-17 | |
| No filing history on record for this holder in this stock. | ||||||