Chancellor Financial Group WB LP
Position in IBM — International Business Machines Corp
CIK 2059742
WILKES-BARRE, PA
Position in IBM
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$663,936
+$259,872 QoQ
Shares Held
2,361
+41.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.46%
of 13F equity value
Holder Rank
#2,280
of 3,616 holders
Holding Since
Jun 2025
5 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, 2026Chancellor Financial Group WB LP holds $1,593,260 across 5 Information Technology Services names. IBM ranks #1 (41.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
This page
|
2,361 | $663,936 | |
| 2 | TTEC |
TTEC Holdings, Inc.
|
204,590 | $396,904 | |
| 3 | BR |
Broadridge Financial Solutions, Inc.
|
1,661 | $227,473 | |
| 4 | LDOS |
Leidos Holdings, Inc.
|
2,001 | $206,042 | |
| 5 | KEEL |
Keel Infrastructure Corp.
|
17,231 | $98,905 |
All Filings in IBM
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $663,936 | 2,361 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $404,064 | 1,667 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $375,298 | 1,267 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $329,280 | 1,167 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $302,739 | 1,027 | Shares | Sole | 2025-08-06 | |
| No filing history on record for this holder in this stock. | ||||||