WENDELL DAVID ASSOCIATES INC
Position in IBM — International Business Machines Corp
CIK 878228
PORTSMOUTH, NH
Position in IBM
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$2,315,764
+$314,350 QoQ
Shares Held
8,235
-0.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#1,303
of 3,616 holders
Holding Since
Mar 2020
26 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, 2026WENDELL DAVID ASSOCIATES INC holds $14,497,514 across 4 Information Technology Services names. IBM ranks #2 (16.0% of the industry book) .
All Filings in IBM
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,315,764 | 8,235 | Shares | Other | 2026-07-27 | |
| 2026-03-31 | $2,001,414 | 8,257 | Shares | Other | 2026-04-23 | |
| 2025-12-31 | $2,445,805 | 8,257 | Shares | Other | 2026-01-30 | |
| 2025-09-30 | $2,329,795 | 8,257 | Shares | Other | 2025-10-30 | |
| 2025-06-30 | $2,433,998 | 8,257 | Shares | Other | 2025-07-29 | |
| 2025-03-31 | $2,053,185 | 8,257 | Shares | Other | 2025-04-18 | |
| 2024-12-31 | $1,804,144 | 8,207 | Shares | Other | 2025-01-17 | |
| 2024-09-30 | $1,858,619 | 8,407 | Shares | Other | 2024-10-21 | |
| 2024-06-30 | $1,476,474 | 8,537 | Shares | Other | 2024-07-22 | |
| 2024-03-31 | $1,639,773 | 8,587 | Shares | Other | 2024-04-22 | |
| 2023-12-31 | $1,400,805 | 8,565 | Shares | Other | 2024-01-22 | |
| 2023-09-30 | $1,257,789 | 8,965 | Shares | Other | 2023-10-20 | |
| 2023-06-30 | $1,021,237 | 7,632 | Shares | Other | 2023-07-20 | |
| 2023-03-31 | $1,000,478 | 7,632 | Shares | Other | 2023-04-19 | |
| 2022-12-31 | $1,075,272 | 7,632 | Shares | Other | 2023-01-17 | |
| 2022-09-30 | $906,757 | 7,632 | Shares | Other | 2022-10-18 | |
| 2022-06-30 | $1,077,562 | 7,632 | Shares | Other | 2022-07-14 | |
| 2022-03-31 | $992,312 | 7,632 | Shares | Other | 2022-04-22 | |
| 2021-12-31 | $1,033,459 | 7,732 | Shares | Other | 2022-01-24 | |
| 2021-09-30 | $1,074,207 | 7,732 | Shares | Other | 2021-10-19 | |
| 2021-06-30 | $1,133,433 | 7,732 | Shares | Other | 2021-07-19 | |
| 2021-03-31 | $1,030,366 | 7,732 | Shares | Other | 2021-04-20 | |
| 2020-12-31 | $973,304 | 7,732 | Shares | Other | 2021-01-22 | |
| 2020-09-30 | $949,877 | 7,807 | Shares | Other | 2020-10-20 | |
| 2020-06-30 | $942,851 | 7,807 | Shares | Other | 2020-07-17 | |
| 2020-03-31 | $866,030 | 7,807 | Shares | Other | 2020-04-16 | |
| No filing history on record for this holder in this stock. | ||||||