PENSION & WEALTH MANAGEMENT ADVISORS, INC.
PensionPosition in IBM — International Business Machines Corp
CIK 2145782
WALTHAM, MA
Position in IBM
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$207,532
+$29,133 QoQ
Shares Held
738
+0.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#3,335
of 3,616 holders
Holding Since
Dec 2022
15 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, 2026PENSION & WEALTH MANAGEMENT ADVISORS, INC. holds $3,112,888 across 5 Information Technology Services names. IBM ranks #4 (6.7% of the industry book) .
All Filings in IBM
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $207,532 | 738 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $178,399 | 736 | Shares | Sole | 2026-08-07 | |
| 2025-12-31 | $217,418 | 734 | Shares | Sole | 2026-08-07 | |
| 2025-09-30 | $206,823 | 733 | Shares | Sole | 2026-08-07 | |
| 2025-06-30 | $215,484 | 731 | Shares | Sole | 2026-08-07 | |
| 2025-03-31 | $153,174 | 616 | Shares | Sole | 2026-08-07 | |
| 2024-12-31 | $135,195 | 615 | Shares | Sole | 2026-08-07 | |
| 2024-09-30 | $135,743 | 614 | Shares | Sole | 2026-08-07 | |
| 2024-06-30 | $105,845 | 612 | Shares | Sole | 2026-08-07 | |
| 2024-03-31 | $116,676 | 611 | Shares | Sole | 2026-08-07 | |
| 2023-12-31 | $99,601 | 609 | Shares | Sole | 2026-08-07 | |
| 2023-09-30 | $85,302 | 608 | Shares | Sole | 2026-08-07 | |
| 2023-06-30 | $81,167 | 28,431 | Shares | Sole | 2026-08-07 | |
| 2023-03-31 | $79,178 | 604 | Shares | Sole | 2026-08-07 | |
| 2022-12-31 | $84,815 | 602 | Shares | Sole | 2026-08-07 | |
| No filing history on record for this holder in this stock. | ||||||