BSW Wealth Partners

Position in IBM — International Business Machines Corp

CIK 1512601 BOULDER, CO

Position in IBM

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$972,986

+$125,106 QoQ

Shares Held

3,460

-1.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.31%

of 13F equity value

Holder Rank

#1,923

of 3,616 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

BSW Wealth Partners holds $1,876,035 across 4 Information Technology Services names. IBM ranks #1 (51.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	IBM	International Business Machines Corp This page	3,460	$972,986
2	WIT	Wipro Ltd	176,683	$397,536
3	ACN	Accenture plc	2,447	$304,504
4	INFY	Infosys Ltd	19,162	$201,009

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$972,986	3,460	-1.1%	Shares	Sole	2026-07-15
2026-03-31	$847,880	3,498	-15.8%	Shares	Sole	2026-04-14
2025-12-31	$1,230,456	4,154	-0.1%	Shares	Sole	2026-01-23
2025-09-30	$1,173,503	4,159	-0.4%	Shares	Sole	2025-10-15
2025-06-30	$1,231,296	4,177	-8.2%	Shares	Sole	2025-07-18
2024-12-31	$999,786	4,548	+35.4%	Shares	Sole	2025-01-22
2024-09-30	$742,607	3,359	-48.7%	Shares	Sole	2024-10-29
2024-06-30	$1,131,438	6,542	-16.7%	Shares	Sole	2024-07-16
2024-03-31	$1,500,563	7,858	+1.9%	Shares	Sole	2024-04-23
2023-12-31	$1,261,788	7,715	+0.3%	Shares	Sole	2024-01-25
2023-09-30	$1,079,468	7,694	-17.9%	Shares	Sole	2023-10-27
2023-06-30	$1,254,468	9,375	+10.3%	Shares	Sole	2023-08-11
2023-03-31	$1,114,265	8,500	-1.6%	Shares	Sole	2023-05-15
2022-12-31	$1,217,430	8,641	+7.2%	Shares	Sole	2023-02-14
2022-09-30	$957,846	8,062	+1.6%	Shares	Sole	2022-11-14
2022-06-30	$1,120,342	7,935	+32.2%	Shares	Sole	2022-08-15
2022-03-31	$780,380	6,002	+5.5%	Shares	Sole	2022-05-16
2021-12-31	$760,124	5,687	+2.7%	Shares	Sole	2022-02-14
2021-09-30	$769,255	5,537	-28.3%	Shares	Sole	2021-11-15
2021-06-30	$1,131,821	7,721	+10.6%	Shares	Sole	2021-08-16
2021-03-31	$930,687	6,984	+40.5%	Shares	Sole	2021-05-17
2020-12-31	$625,623	4,970	+23.1%	Shares	Sole	2021-02-16
2020-09-30	$491,060	4,036	+3.0%	Shares	Sole	2020-11-13
2020-06-30	$473,176	3,918	+4.4%	Shares	Sole	2020-08-13
2020-03-31	$416,320	3,753	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.