CURA WEALTH ADVISORS, LLC
Position in IBM — International Business Machines Corp
CIK 2056729
CHICAGO, IL
Position in IBM
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$208,095
-$36,870 QoQ
Shares Held
740
-10.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#3,341
of 3,626 holders
Holding Since
Dec 2024
5 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, 2026CURA WEALTH ADVISORS, LLC holds $2,110,842 across 4 Information Technology Services names. IBM ranks #2 (9.9% of the industry book) .
All Filings in IBM
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $208,095 | 740 | Shares | Sole | 2026-08-06 | |
| 2025-12-31 | $244,965 | 827 | Shares | Sole | 2026-01-23 | |
| 2025-06-30 | $231,402 | 785 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $274,769 | 1,105 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $483,845 | 2,201 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||