Roxbury Financial LLC
Position in IBM — International Business Machines Corp
CIK 2054149
MOUNT ARLINGTON, NJ
Position in IBM
as of Jun 30, 2026
· filed Jul 1, 2026
Position Value
$2,248,186
+$259,619 QoQ
Shares Held
8,087
-1.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
2.65%
of 13F equity value
Holder Rank
#1,324
of 3,626 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, 2026Roxbury Financial LLC holds $2,250,296 across 3 Information Technology Services names. IBM ranks #1 (99.9% 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 | $2,248,186 | 8,087 | Shares | Sole | 2026-07-01 | |
| 2026-03-31 | $1,988,567 | 8,204 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $2,427,440 | 8,195 | Shares | Sole | 2026-01-05 | |
| 2025-09-30 | $2,309,479 | 8,185 | Shares | Sole | 2025-10-01 | |
| 2025-06-30 | $2,431,640 | 8,249 | Shares | Sole | 2025-07-07 | |
| 2025-03-31 | $2,274,244 | 9,146 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $2,049,694 | 9,324 | Shares | Sole | 2025-01-30 | |
| No filing history on record for this holder in this stock. | ||||||