QTR Family Wealth, LLC
Position in IBM — International Business Machines Corp
CIK 2067954
LAKE MARY, FL
Position in IBM
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$714,554
+$285,282 QoQ
Shares Held
2,541
+43.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#2,208
of 3,616 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 15%
Shared 0%
None 85%
Common Shares in IBM Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026QTR Family Wealth, LLC holds $1,322,237 across 3 Information Technology Services names. IBM ranks #1 (54.0% of the industry book) .
All Filings in IBM
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $714,554 | 2,541 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $429,272 | 1,771 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $394,551 | 1,332 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $363,704 | 1,289 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $344,008 | 1,167 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $258,357 | 1,039 | Shares | Sole | 2025-05-12 | |
| No filing history on record for this holder in this stock. | ||||||