Tripletail Wealth Management, LLC
Position in IBM — International Business Machines Corp
CIK 2079812
ORLANDO, FL
Position in IBM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$903,527
+$106,549 QoQ
Shares Held
3,213
-2.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.27%
of 13F equity value
Holder Rank
#1,987
of 3,630 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, 2026Tripletail Wealth Management, LLC holds $1,228,849 across 6 Information Technology Services names. IBM ranks #1 (73.5% 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 | $903,527 | 3,213 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $796,978 | 3,288 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $984,898 | 3,325 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $734,744 | 2,604 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $738,129 | 2,504 | Shares | Sole | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||