Modera Wealth Management, LLC

Position in IBM — International Business Machines Corp

CIK 1542143 WESTWOOD, NJ

Position in IBM

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$6,367,719

+$1,192,693 QoQ

Shares Held

22,644

+6.1% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.20%

of 13F equity value

Holder Rank

#771

of 3,626 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Modera Wealth Management, LLC holds $11,520,615 across 4 Information Technology Services names. IBM ranks #1 (55.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	IBM	International Business Machines Corp This page	22,644	$6,367,719
2	JKHY	Jack Henry & Associates Inc	21,276	$2,930,556
3	INFY	Infosys Ltd	110,083	$1,154,770
4	ACN	Accenture plc	8,579	$1,067,570

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,367,719	22,644	+6.1%	Shares	Sole	2026-08-03
2026-03-31	$5,175,026	21,350	-5.4%	Shares	Sole	2026-05-06
2025-12-31	$6,683,682	22,564	+5.7%	Shares	Sole	2026-01-21
2025-09-30	$6,024,116	21,350	-0.5%	Shares	Sole	2025-10-31
2025-06-30	$6,324,210	21,454	-0.4%	Shares	Sole	2025-08-06
2025-03-31	$5,356,136	21,540	+1.3%	Shares	Sole	2025-05-08
2024-12-31	$4,674,025	21,262	-5.1%	Shares	Sole	2025-02-06
2024-09-30	$4,955,287	22,414	+14.9%	Shares	Sole	2024-10-24
2024-06-30	$3,372,352	19,499	+1.1%	Shares	Sole	2024-07-29
2024-03-31	$3,684,382	19,294	+9.9%	Shares	Sole	2024-05-14
2023-12-31	$2,872,428	17,563	-0.0%	Shares	Sole	2024-02-14
2023-09-30	$2,464,369	17,565	-12.6%	Shares	Sole	2023-11-30
2023-06-30	$2,689,848	20,102	+64.4%	Shares	Sole	2023-08-07
2023-03-31	$1,602,968	12,228	+14.7%	Shares	Sole	2023-05-05
2022-12-31	$1,502,169	10,662	-4.9%	Shares	Sole	2023-02-07
2022-09-30	$1,331,860	11,210	+1.1%	Shares	Sole	2022-11-01
2022-06-30	$1,566,220	11,093	+0.5%	Shares	Sole	2022-07-27
2022-03-31	$1,434,510	11,033	-43.0%	Shares	Sole	2022-05-03
2021-12-31	$2,589,127	19,371	+64.4%	Shares	Sole	2022-02-04
2021-09-30	$1,636,873	11,782	+15.1%	Shares	Sole	2021-11-04
2021-06-30	$1,500,495	10,236	-2.6%	Shares	Sole	2021-08-02
2021-03-31	$1,399,762	10,504	-10.8%	Shares	Sole	2021-04-29
2020-12-31	$1,482,740	11,779	+23.4%	Shares	Sole	2021-02-11
2020-09-30	$1,161,826	9,549	-0.6%	Shares	Sole	2020-11-12
2020-06-30	$1,160,237	9,607	+0.1%	Shares	Sole	2020-08-12
2020-03-31	$1,065,149	9,602	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.