Downshift Financial, LLC

Position in IBM — International Business Machines Corp

CIK 2118380 BOULDER, CO

Position in IBM

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$222,437

-$39,412 QoQ

Shares Held

791

-10.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.73%

of 13F equity value

Holder Rank

#3,272

of 3,616 holders

Holding Since

Dec 2025

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Downshift Financial, LLC holds $243,367 across 5 Information Technology Services names. IBM ranks #1 (91.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	IBM	International Business Machines Corp This page	791	$222,437
2	FIS	Fidelity National Information Services, Inc.	518	$20,139
3	JKHY	Jack Henry & Associates Inc	3	$413
4	ACN	Accenture plc	3	$373
5	CNDT	CONDUENT Inc	4	$5

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$222,437	791	-10.5%	Shares	Sole	2026-08-13
2025-12-31	$261,849	884	—	Shares	Sole	2026-03-11
No filing history on record for this holder in this stock.