Institute for Wealth Management, LLC.
Position in IBM — International Business Machines Corp
CIK 1533954
DENVER, CO
Position in IBM
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$984,235
+$144,597 QoQ
Shares Held
3,500
+1.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#1,914
of 3,626 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, 2026Institute for Wealth Management, LLC. holds $1,856,736 across 13 Information Technology Services names. IBM ranks #1 (53.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
This page
|
3,500 | $984,235 | |
| 2 | IT |
Gartner Inc
|
2,161 | $280,108 | |
| 3 | ACN |
Accenture plc
|
1,374 | $170,980 | |
| 4 | CTSH |
Cognizant Technology Solutions Corp
|
4,041 | $156,507 | |
| 5 | EXLS |
ExlService Holdings, Inc.
|
5,541 | $143,290 | |
| 6 | JKHY |
Jack Henry & Associates Inc
|
588 | $80,991 | |
| 7 | FIS |
Fidelity National Information Services, Inc.
|
436 | $16,951 | |
| 8 | CDW |
CDW Corp
|
75 | $10,548 |
All Filings in IBM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $984,235 | 3,500 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $839,638 | 3,464 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,050,360 | 3,546 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $1,007,593 | 3,571 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $1,049,416 | 3,560 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $907,857 | 3,651 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $804,357 | 3,659 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $833,692 | 3,771 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $678,482 | 3,923 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $729,467 | 3,820 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $676,442 | 4,136 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $580,280 | 4,136 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $563,875 | 4,214 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $552,282 | 4,213 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $613,857 | 4,357 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $519,674 | 4,374 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $606,411 | 4,295 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $465,211 | 3,578 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $483,180 | 3,615 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $521,821 | 3,756 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $560,999 | 3,827 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $563,689 | 4,230 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $607,245 | 4,824 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $639,497 | 5,256 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $697,809 | 5,778 | Shares | Sole | 2020-07-30 | |
| 2020-03-31 | $672,124 | 6,059 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||