OneAscent Family Office, LLC
Family OfficePosition in IBM — International Business Machines Corp
CIK 2055812
BIRMINGHAM, AL
Position in IBM
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$846,442
+$341,787 QoQ
Shares Held
3,010
+44.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.75%
of 13F equity value
Holder Rank
#2,043
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, 2026OneAscent Family Office, LLC holds $1,067,200 across 3 Information Technology Services names. IBM ranks #1 (79.3% 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 | $846,442 | 3,010 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $504,655 | 2,082 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $537,621 | 1,815 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $359,471 | 1,274 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $399,721 | 1,356 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $719,622 | 2,894 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $385,581 | 1,754 | Shares | Sole | 2025-02-12 | |
| No filing history on record for this holder in this stock. | ||||||