Triangle Securities Wealth Management
Broker-DealerPosition in IBM — International Business Machines Corp
CIK 1541353
RALEIGH, NC
Position in IBM
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$918,712
+$530,161 QoQ
Shares Held
3,267
+103.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
#1,973
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, 2026Triangle Securities Wealth Management holds $1,201,376 across 2 Information Technology Services names. IBM ranks #1 (76.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
This page
|
3,267 | $918,712 | |
| 2 | BR |
Broadridge Financial Solutions, Inc.
|
2,064 | $282,664 |
All Filings in IBM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $918,712 | 3,267 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $388,551 | 1,603 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $969,494 | 3,273 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $471,207 | 1,670 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $519,107 | 1,761 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $437,890 | 1,761 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $382,724 | 1,741 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $384,679 | 1,740 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $305,948 | 1,769 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $341,436 | 1,788 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $293,899 | 1,797 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $251,978 | 1,796 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $240,055 | 1,794 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $239,632 | 1,828 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $287,556 | 2,041 | Shares | Sole | 2023-01-11 | |
| 2022-09-30 | $320,192 | 2,695 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $238,611 | 1,690 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $227,925 | 1,753 | Shares | Sole | 2022-04-13 | |
| 2021-12-31 | $267,052 | 1,998 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $293,559 | 2,113 | Shares | Sole | 2021-10-14 | |
| 2021-06-30 | $330,853 | 2,257 | Shares | Sole | 2021-07-12 | |
| 2021-03-31 | $325,687 | 2,444 | Shares | Sole | 2021-04-12 | |
| 2020-12-31 | $278,446 | 2,212 | Shares | Sole | 2021-01-11 | |
| 2020-09-30 | $228,739 | 1,880 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $314,002 | 2,600 | Shares | Sole | 2020-07-08 | |
| 2020-03-31 | $383,595 | 3,458 | Shares | Sole | 2020-04-06 | |
| No filing history on record for this holder in this stock. | ||||||