BURLING WEALTH PARTNERS, LLC
Position in IBM — International Business Machines Corp
CIK 2054946
CHICAGO, IL
Position in IBM
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$576,761
+$43,503 QoQ
Shares Held
2,051
-6.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#2,389
of 3,616 holders
Holding Since
Dec 2024
7 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, 2026BURLING WEALTH PARTNERS, LLC holds $576,761 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
|
2,051 | $576,761 |
All Filings in IBM
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $576,761 | 2,051 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $533,258 | 2,200 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $922,990 | 3,116 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $888,521 | 3,149 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $975,721 | 3,310 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $859,617 | 3,457 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $769,405 | 3,500 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||