Heck Capital Advisors, LLC
Position in IBM — International Business Machines Corp
CIK 2046227
Rhinelander, WI
Position in IBM
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$279,241
-$251,863 QoQ
Shares Held
993
-44.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#3,044
of 3,616 holders
Holding Since
Sep 2023
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in IBM Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026Heck Capital Advisors, LLC holds $571,859 across 2 Information Technology Services names. IBM ranks #2 (48.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | APLD |
Applied Digital Corp.
|
7,845 | $292,618 | |
| 2 | IBM |
International Business Machines Corp
This page
|
993 | $279,241 |
All Filings in IBM
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $279,241 | 993 | Shares | Sole | 2026-07-10 | |
| 2025-12-31 | $531,104 | 1,793 | Shares | Sole | 2026-01-16 | |
| 2025-03-31 | $38,542 | 155 | Shares | Sole | 2025-05-13 | |
| 2024-09-30 | $34,267 | 155 | Shares | Sole | 2025-05-19 | |
| 2024-06-30 | $26,807 | 155 | Shares | Sole | 2025-05-19 | |
| 2024-03-31 | $29,598 | 155 | Shares | Sole | 2025-05-19 | |
| 2023-12-31 | $25,350 | 155 | Shares | Sole | 2025-05-19 | |
| 2023-09-30 | $21,746 | 155 | Shares | Sole | 2025-05-19 | |
| No filing history on record for this holder in this stock. | ||||||