MPWM ADVISORY SOLUTIONS, LLC
Position in IBM — International Business Machines Corp
CIK 2056693
ALPHARETTA, GA
Position in IBM
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$199,659
+$27,805 QoQ
Shares Held
710
+0.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#3,370
of 3,616 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, 2026MPWM ADVISORY SOLUTIONS, LLC holds $203,047 across 4 Information Technology Services names. IBM ranks #1 (98.3% 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 | $199,659 | 710 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $171,854 | 709 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $209,716 | 708 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $326,459 | 1,157 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $340,765 | 1,156 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $287,202 | 1,155 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $258,300 | 1,175 | Shares | Sole | 2025-02-18 | |
| No filing history on record for this holder in this stock. | ||||||