KELLY LAWRENCE W & ASSOCIATES INC/CA
Position in IBM — International Business Machines Corp
CIK 920441
PASADENA, CA
Position in IBM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$843,630
+$116,460 QoQ
Shares Held
3,000
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#2,044
of 3,611 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 90%
Shared 0%
None 10%
Common Shares in IBM Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026KELLY LAWRENCE W & ASSOCIATES INC/CA holds $8,947,277 across 3 Information Technology Services names. IBM ranks #2 (9.4% of the industry book) .
All Filings in IBM
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $843,630 | 3,000 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $727,170 | 3,000 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $890,999 | 3,008 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $848,737 | 3,008 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $886,698 | 3,008 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $747,969 | 3,008 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $661,248 | 3,008 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $665,008 | 3,008 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $381,873 | 2,208 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $268,871 | 1,408 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $99,438 | 608 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $85,302 | 608 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $41,213 | 308 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $40,375 | 308 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $43,394 | 308 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $36,593 | 308 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $43,486 | 308 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $117,018 | 900 | Shares | Other | 2022-05-16 | |
| 2021-12-31 | $120,294 | 900 | Shares | Other | 2022-02-11 | |
| 2021-09-30 | $125,037 | 900 | Shares | Other | 2021-11-15 | |
| 2021-06-30 | $131,930 | 900 | Shares | Other | 2021-08-16 | |
| 2021-03-31 | $119,933 | 900 | Shares | Other | 2021-05-17 | |
| 2020-09-30 | $109,502 | 900 | Shares | Other | 2020-11-13 | |
| 2020-06-30 | $108,693 | 900 | Shares | Other | 2020-08-14 | |
| 2020-03-31 | $99,836 | 900 | Shares | Other | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||