Avidian Wealth Enterprises, LLC

Position in IBM — International Business Machines Corp

CIK 1471474 HOUSTON, TX

Position in IBM

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$2,974,920

+$504,724 QoQ

Shares Held

10,579

+3.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.32%

of 13F equity value

Holder Rank

#1,126

of 3,616 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 5% Shared 0% None 95%

Technology · as of Jun 30, 2026

Avidian Wealth Enterprises, LLC holds $4,782,722 across 3 Information Technology Services names. IBM ranks #1 (62.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	IBM	International Business Machines Corp This page	10,579	$2,974,920
2	ACN	Accenture plc	12,328	$1,534,096
3	SAIC	Science Applications International Corp	2,479	$273,706

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,974,920	10,579	+3.8%	Shares	Sole	2026-07-24
2026-03-31	$2,470,196	10,191	+20.3%	Shares	Sole	2026-05-07
2025-12-31	$2,508,306	8,468	+1.6%	Shares	Sole	2026-02-02
2025-09-30	$2,352,367	8,337	+3.4%	Shares	Sole	2025-10-30
2025-06-30	$2,375,926	8,060	-3.5%	Shares	Sole	2025-07-30
2025-03-31	$2,076,062	8,349	+7.0%	Shares	Sole	2025-04-25
2024-12-31	$1,715,773	7,805	+2.3%	Shares	Sole	2025-01-29
2024-09-30	$1,685,956	7,626	+8.8%	Shares	Sole	2024-10-30
2024-06-30	$1,211,687	7,006	-6.3%	Shares	Sole	2024-08-06
2024-03-31	$1,428,189	7,479	-10.3%	Shares	Sole	2024-05-03
2023-12-31	$1,363,516	8,337	+0.4%	Shares	Sole	2024-02-06
2023-09-30	$1,165,472	8,307	-19.1%	Shares	Sole	2023-10-13
2023-06-30	$1,373,961	10,268	-38.5%	Shares	Sole	2023-08-03
2023-03-31	$2,190,120	16,707	+2.3%	Shares	Sole	2023-05-08
2022-12-31	$2,300,029	16,325	+14.3%	Shares	Sole	2023-02-06
2022-09-30	$1,697,200	14,285	-0.7%	Shares	Sole	2022-11-03
2022-06-30	$2,031,159	14,386	+8.7%	Shares	Sole	2022-07-29
2022-03-31	$1,720,684	13,234	+1.3%	Shares	Sole	2022-05-10
2021-12-31	$1,746,802	13,069	+27.4%	Shares	Sole	2022-02-14
2021-09-30	$1,425,283	10,259	+12.1%	Shares	Sole	2021-11-10
2021-06-30	$1,341,445	9,151	-11.5%	Shares	Sole	2021-08-09
2021-03-31	$1,377,241	10,335	+1.5%	Shares	Sole	2021-05-05
2020-12-31	$1,281,836	10,183	+3.5%	Shares	Sole	2021-02-09
2020-09-30	$1,197,476	9,842	+12.8%	Shares	Sole	2021-02-03
2020-06-30	$1,054,201	8,729	+14.3%	Shares	Sole	2020-08-10
2020-03-31	$847,283	7,638	—	Shares	Sole	2020-04-22
No filing history on record for this holder in this stock.