TRED AVON FAMILY WEALTH, LLC
Position in IBM — International Business Machines Corp
CIK 2094435
EASTON, MD
Position in IBM
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$931,929
+$120,165 QoQ
Shares Held
3,314
-1.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
#1,960
of 3,616 holders
Holding Since
Sep 2025
4 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, 2026TRED AVON FAMILY WEALTH, LLC holds $1,310,109 across 2 Information Technology Services names. IBM ranks #1 (71.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
This page
|
3,314 | $931,929 | |
| 2 | G |
Genpact LTD
|
13,752 | $378,180 |
All Filings in IBM
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $931,929 | 3,314 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $811,764 | 3,349 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $377,371 | 1,274 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $359,471 | 1,274 | Shares | Sole | 2025-10-29 | |
| No filing history on record for this holder in this stock. | ||||||