ACTION POINT FINANCIAL PLANNING, LLC
Position in IBM — International Business Machines Corp
CIK 2116119
GRAND RAPIDS, MI
Position in IBM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$337,717
New position
Shares Held
1,201
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#2,883
of 3,616 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Information Technology Services
Technology · as of Jun 30, 2026ACTION POINT FINANCIAL PLANNING, LLC holds $569,487 across 25 Information Technology Services names. IBM ranks #1 (59.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
This page
|
1,201 | $337,717 | |
| 2 | APLD |
Applied Digital Corp.
|
1,400 | $52,220 | |
| 3 | CACI |
Caci International Inc /De/
|
106 | $49,100 | |
| 4 | ACN |
Accenture plc
|
232 | $28,866 | |
| 5 | WIT |
Wipro Ltd
|
7,101 | $15,976 | |
| 6 | CTSH |
Cognizant Technology Solutions Corp
|
356 | $13,782 | |
| 7 | INFY |
Infosys Ltd
|
1,189 | $12,471 | |
| 8 | LDOS |
Leidos Holdings, Inc.
|
87 | $8,955 |
All Filings in IBM
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $337,717 | 1,201 | Shares | Sole | 2026-08-14 | |
| No filing history on record for this holder in this stock. | ||||||