SYM FINANCIAL Corp
Position in IBM — International Business Machines Corp
CIK 764739
WINONA LAKE, IN
Position in IBM
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$872,313
+$141,023 QoQ
Shares Held
3,102
+2.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
#2,013
of 3,616 holders
Holding Since
Jun 2024
9 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, 2026SYM FINANCIAL Corp holds $1,562,975 across 4 Information Technology Services names. IBM ranks #1 (55.8% of the industry book) .
All Filings in IBM
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $872,313 | 3,102 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $731,290 | 3,017 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $786,733 | 2,656 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $738,412 | 2,617 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $773,797 | 2,625 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $620,406 | 2,495 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $505,389 | 2,299 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $398,607 | 1,803 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $294,187 | 1,701 | Shares | Sole | 2024-08-08 | |
| No filing history on record for this holder in this stock. | ||||||