International Business Machines Corp

Whalen Wealth Management Inc. IBM

Report date

9/30/2026

Quarter

2026 Q3

Filed

10/8/2026

Shares

6,498

Value ($000)

1,429

Weight

0.6%

2025 Q4 - 2026 Q3 (4 filings)

Shares History

History scope: non-option holdings only (PUT/CALL rows excluded).

All 13F Holders	Filing date	Value ($000s)	% of Holdings	Shares	Reporting period
2026 Q3	10/8/2026	1,429	0.6%	6,498	9/30/2026
2026 Q2	8/13/2026	1,816	0.8%	6,459	6/30/2026
2026 Q1	4/13/2026	493	0.3%	2,035	3/31/2026
2025 Q4	1/20/2026	447	0.2%	1,508	12/31/2025