Burton Enright Welch
Position in IBM — International Business Machines Corp
CIK 2105919
WALNUT CREEK, CA
Position in IBM
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$334,639
+$86,432 QoQ
Shares Held
1,190
+16.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
#2,895
of 3,616 holders
Holding Since
Sep 2024
8 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, 2026Burton Enright Welch holds $566,769 across 2 Information Technology Services names. IBM ranks #1 (59.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
This page
|
1,190 | $334,639 | |
| 2 | BR |
Broadridge Financial Solutions, Inc.
|
1,695 | $232,130 |
All Filings in IBM
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $334,639 | 1,190 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $248,207 | 1,024 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $391,885 | 1,323 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $378,376 | 1,341 | Shares | Sole | 2026-03-09 | |
| 2025-06-30 | $378,792 | 1,285 | Shares | Sole | 2026-03-09 | |
| 2025-03-31 | $261,093 | 1,050 | Shares | Sole | 2026-03-09 | |
| 2024-12-31 | $230,821 | 1,050 | Shares | Sole | 2026-03-09 | |
| 2024-09-30 | $210,026 | 950 | Shares | Sole | 2026-03-09 | |
| No filing history on record for this holder in this stock. | ||||||