KERR FINANCIAL PLANNING Corp
Position in IBM — International Business Machines Corp
CIK 2095947
FRESNO, CA
Position in IBM
as of Jun 30, 2026
· filed Jul 2, 2026
Position Value
$213,719
+$30,473 QoQ
Shares Held
760
+0.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.39%
of 13F equity value
Holder Rank
#3,312
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, 2026KERR FINANCIAL PLANNING Corp holds $227,477 across 5 Information Technology Services names. IBM ranks #1 (94.0% of the industry book) .
All Filings in IBM
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $213,719 | 760 | Shares | Sole | 2026-07-02 | |
| 2026-03-31 | $183,246 | 756 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $222,157 | 750 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $210,491 | 746 | Shares | Sole | 2025-11-25 | |
| No filing history on record for this holder in this stock. | ||||||