A detailed history of Formulate Financial LLC transactions in International Business Machines Corp stock. As of the latest transaction made, Formulate Financial LLC holds 765 shares of IBM stock, worth $230,150. This represents 0.27% of its overall portfolio holdings.

Number of Shares
765
Holding current value
$230,150
% of portfolio
0.27%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 31, 2025

BUY
$234.77 - $292.47 $179,599 - $223,739
765 New
765 $216 Million

Others Institutions Holding IBM

About INTERNATIONAL BUSINESS MACHINES CORP


  • Ticker IBM
  • Exchange NYSE
  • Sector Technology
  • Industry Information Technology Services
  • Shares Outstandng 896,320,000
  • Market Cap $270B
  • Description
  • International Business Machines Corporation provides integrated solutions and services worldwide. The company operates through four business segments: Software, Consulting, Infrastructure, and Financing. The Software segment offers hybrid cloud platform and software solutions, such as Red Hat, an enterprise open-source solutions; software for bu...
More about IBM
Track This Portfolio

Track Formulate Financial LLC Portfolio

Follow Formulate Financial LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Formulate Financial LLC, based on Form 13F filings with the SEC.

News

Stay updated on Formulate Financial LLC with notifications on news.