Position in IBM
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$11,560,543
+$1,507,176 QoQ
Shares Held
41,110
-0.9% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
2.83%
of 13F equity value
Holder Rank
#536
of 3,616 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in IBM Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026WealthTrust Axiom LLC holds $11,927,705 across 2 Information Technology Services names. IBM ranks #1 (96.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
This page
|
41,110 | $11,560,543 | |
| 2 | BR |
Broadridge Financial Solutions, Inc.
|
2,681 | $367,162 |
All Filings in IBM
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,560,543 | 41,110 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $10,053,367 | 41,476 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $12,416,530 | 41,918 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $11,997,443 | 42,520 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $12,800,526 | 43,424 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $12,273,111 | 49,357 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $11,430,720 | 51,998 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $11,604,710 | 52,491 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $9,199,210 | 53,190 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $10,246,913 | 53,660 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $9,014,548 | 55,118 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $7,629,233 | 54,378 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $7,313,786 | 54,658 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $7,219,519 | 55,073 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $7,823,762 | 55,531 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $6,865,554 | 57,786 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $8,217,258 | 58,200 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $7,579,905 | 58,298 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $7,757,760 | 58,041 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $7,973,611 | 57,393 | Shares | Sole | 2021-10-14 | |
| 2021-06-30 | $8,096,605 | 55,233 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $7,441,637 | 55,843 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $7,409,424 | 58,861 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $8,953,086 | 73,585 | Shares | Sole | 2020-10-21 | |
| 2020-06-30 | $8,747,371 | 72,430 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $8,131,832 | 73,306 | Shares | Sole | 2020-04-10 | |
| No filing history on record for this holder in this stock. | ||||||