SEC 13F Intelligence

Carroll Advisory Group, LLC / IBM

Carroll Advisory Group, LLC’s International Business Machs Position

Does Carroll Advisory Group, LLC own International Business Machs (IBM)? Yes13.7K shares worth $3M (+1.29% of its 13F portfolio) as of Q1 2026, down from 15.1K shares the prior filed quarter.

Position Value
$3M
Q1 2026
Shares
13.7K
% of Portfolio
+1.29%
Quarters Held
2
currently held

Position History IBM

Reported value by quarter
Q4 ’25: $4MQ4 ’25Q1 ’26: $3MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202613.7K$3M+1.29%
Q4 202515.1K$4M+1.93%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Carroll Advisory Group, LLC’s full portfolio or all institutional holders of IBM.