Vision Retirement, LLC
PensionPosition in IBM — International Business Machines Corp
CIK 2069023
RIDGEWOOD, NJ
Position in IBM
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$477,494
+$58,887 QoQ
Shares Held
1,698
-1.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#2,571
of 3,616 holders
Holding Since
Dec 2025
3 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, 2026Vision Retirement, LLC holds $515,452 across 4 Information Technology Services names. IBM ranks #1 (92.6% of the industry book) .
All Filings in IBM
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $477,494 | 1,698 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $418,607 | 1,727 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $543,545 | 1,835 | Shares | Sole | 2026-05-07 | |
| No filing history on record for this holder in this stock. | ||||||