Financial Planning Hawaii, Inc.
Position in IBM — International Business Machines Corp
CIK 2105146
HONOLULU, HI
Position in IBM
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$786,544
+$108,580 QoQ
Shares Held
2,797
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.74%
of 13F equity value
Holder Rank
#2,121
of 3,616 holders
Holding Since
Dec 2025
3 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, 2026Financial Planning Hawaii, Inc. holds $1,118,784 across 2 Information Technology Services names. IBM ranks #1 (70.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
This page
|
2,797 | $786,544 | |
| 2 | BR |
Broadridge Financial Solutions, Inc.
|
2,426 | $332,240 |
All Filings in IBM
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $786,544 | 2,797 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $677,964 | 2,797 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $1,095,088 | 3,697 | Shares | Sole | 2026-01-15 | |
| No filing history on record for this holder in this stock. | ||||||