Whipplewood Advisors, LLC
Position in IBM — International Business Machines Corp
CIK 2052510
LITTLETON, CO
Position in IBM
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$52,305
-$536 QoQ
Shares Held
186
-14.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#1,569
of 1,607 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, 2026Whipplewood Advisors, LLC holds $56,112 across 6 Information Technology Services names. IBM ranks #1 (93.2% 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 | $52,305 | 186 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $52,841 | 218 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $51,836 | 175 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $49,378 | 175 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $91,970 | 312 | Shares | Other | 2025-07-31 | |
| 2025-03-31 | $46,996 | 189 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $67,927 | 309 | Shares | Sole | 2025-02-05 | |
| No filing history on record for this holder in this stock. | ||||||