LifePlan Investment Advisors, Inc.
Position in IBM — International Business Machines Corp
CIK 2045484
RALEIGH, NC
Position in IBM
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,699,914
+$636,550 QoQ
Shares Held
6,045
+37.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
2.74%
of 13F equity value
Holder Rank
#1,499
of 3,615 holders
Holding Since
Jun 2023
13 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, 2026LifePlan Investment Advisors, Inc. holds $1,749,429 across 2 Information Technology Services names. IBM ranks #1 (97.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
This page
|
6,045 | $1,699,914 | |
| 2 | NABL |
N-able, Inc.
|
13,492 | $49,515 |
All Filings in IBM
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,699,914 | 6,045 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $1,063,364 | 4,387 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,307,174 | 4,413 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $1,217,520 | 4,315 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,259,300 | 4,272 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,063,021 | 4,275 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $908,997 | 4,135 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $914,165 | 4,135 | Shares | Sole | 2025-01-21 | |
| 2024-06-30 | $711,862 | 4,116 | Shares | Sole | 2025-01-21 | |
| 2024-03-31 | $729,658 | 3,821 | Shares | Sole | 2025-01-21 | |
| 2023-12-31 | $620,181 | 3,792 | Shares | Sole | 2025-01-21 | |
| 2023-09-30 | $530,614 | 3,782 | Shares | Sole | 2025-01-21 | |
| 2023-06-30 | $506,872 | 3,788 | Shares | Sole | 2025-01-21 | |
| No filing history on record for this holder in this stock. | ||||||