Position in IBM
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$990,421
+$559,694 QoQ
Shares Held
3,522
+98.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#1,905
of 3,616 holders
Holding Since
Mar 2021
21 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in IBM Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026MIDDLETON & CO INC/MA holds $3,157,993 across 3 Information Technology Services names. IBM ranks #2 (31.4% of the industry book) .
All Filings in IBM
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $990,421 | 3,522 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $430,727 | 1,777 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $526,365 | 1,777 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $501,398 | 1,777 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $523,824 | 1,777 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $441,868 | 1,777 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $390,637 | 1,777 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $385,121 | 1,742 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $301,278 | 1,742 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $321,194 | 1,682 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $289,810 | 1,772 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $248,611 | 1,772 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $237,111 | 1,772 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $242,254 | 1,848 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $260,364 | 1,848 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $219,560 | 1,848 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $275,038 | 1,948 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $253,278 | 1,948 | Shares | Sole | 2022-05-12 | |
| 2021-09-30 | $214,785 | 1,546 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $226,628 | 1,546 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $270,251 | 2,028 | Shares | Sole | 2021-05-06 | |
| No filing history on record for this holder in this stock. | ||||||