Nvest Wealth Strategies, Inc.
Position in IBM — International Business Machines Corp
CIK 2106942
POWELL, OH
Position in IBM
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$14,060
+$1,941 QoQ
Shares Held
50
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#3,515
of 3,554 holders
Holding Since
Dec 2025
3 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, 2026Nvest Wealth Strategies, Inc. holds $23,001 across 4 Information Technology Services names. IBM ranks #1 (61.1% of the industry book) .
All Filings in IBM
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,060 | 50 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $12,119 | 50 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $14,810 | 50 | Shares | Sole | 2026-01-28 | |
| No filing history on record for this holder in this stock. | ||||||