BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC

Position in IBM — International Business Machines Corp

CIK 1352860 BLUE BELL, PA

Position in IBM

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$393,975

+$5,909 QoQ

Shares Held

1,401

-12.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#2,765

of 3,626 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC holds $464,578 across 6 Information Technology Services names. IBM ranks #1 (84.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	IBM	International Business Machines Corp This page	1,401	$393,975
2	BBAI	BigBear.ai Holdings, Inc.	10,450	$38,351
3	EPAM	EPAM Systems, Inc.	309	$24,519
4	INOD	Innodata Inc	69	$5,215
5	CIFR	Cipher Digital Inc.	60	$1,470
6	WYFI	WhiteFiber, Inc.	27	$1,048

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$393,975	1,401	-12.5%	Shares	Sole	2026-08-06
2026-03-31	$388,066	1,601	+107.7%	Shares	Sole	2026-05-11
2025-12-31	$228,377	771	+38.4%	Shares	Sole	2026-02-09
2025-09-30	$157,163	557	+9.4%	Shares	Sole	2025-10-22
2025-06-30	$150,043	509	+2.4%	Shares	Sole	2025-08-11
2025-03-31	$123,584	497	0.0%	Shares	Sole	2025-05-05
2024-12-31	$109,255	497	0.0%	Shares	Sole	2025-02-07
2024-09-30	$109,876	497	0.0%	Shares	Sole	2024-10-29
2024-06-30	$85,956	497	0.0%	Shares	Sole	2024-08-05
2024-03-31	$94,907	497	+0.4%	Shares	Sole	2024-04-24
2023-12-31	$80,957	495	+41.4%	Shares	Sole	2024-01-25
2023-09-30	$49,105	350	0.0%	Shares	Sole	2023-10-30
2023-06-30	$46,833	350	+66.7%	Shares	Sole	2023-08-08
2023-03-31	$27,528	210	0.0%	Shares	Sole	2023-05-08
2022-12-31	$29,586	210	0.0%	Shares	Sole	2023-02-03
2022-09-30	$24,950	210	-0.5%	Shares	Sole	2022-11-09
2022-06-30	$29,791	211	-1.9%	Shares	Sole	2022-08-02
2022-03-31	$27,954	215	0.0%	Shares	Sole	2022-04-21
2021-12-31	$28,736	215	—	Shares	Sole	2022-01-26
No filing history on record for this holder in this stock.