RWA WEALTH PARTNERS, LLC

Position in IBM — International Business Machines Corp

CIK 1544576 BOSTON, MA

Position in IBM

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$14,832,421

-$2,306,490 QoQ

Shares Held

52,745

-25.4% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.31%

of 13F equity value

Holder Rank

#474

of 3,611 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 74% Shared 0% None 26%

Technology · as of Jun 30, 2026

RWA WEALTH PARTNERS, LLC holds $16,400,132 across 3 Information Technology Services names. IBM ranks #1 (90.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	IBM	International Business Machines Corp This page	52,745	$14,832,421
2	BR	Broadridge Financial Solutions, Inc.	6,865	$940,161
3	ACN	Accenture plc	5,043	$627,550

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$14,832,421	52,745	-25.4%	Shares	Sole	2026-08-07
2026-03-31	$17,138,911	70,708	-4.2%	Shares	Sole	2026-05-13
2025-12-31	$21,858,519	73,794	-11.8%	Shares	Sole	2026-02-12
2025-09-30	$23,601,554	83,646	+90.0%	Shares	Sole	2025-11-10
2025-06-30	$12,974,741	44,015	+4.0%	Shares	Sole	2025-08-06
2025-03-31	$10,521,798	42,314	-15.5%	Shares	Sole	2025-05-13
2024-12-31	$11,004,249	50,058	-4.8%	Shares	Sole	2025-02-12
2024-09-30	$11,622,616	52,572	+3.4%	Shares	Sole	2024-11-08
2024-06-30	$8,796,755	50,863	+0.8%	Shares	Sole	2024-08-12
2024-03-31	$9,632,976	50,445	-3.3%	Shares	Sole	2024-04-29
2023-12-31	$8,528,314	52,145	+619.6%	Shares	Sole	2024-02-01
2023-09-30	$1,016,613	7,246	+43.0%	Shares	Sole	2023-10-11
2023-06-30	$677,881	5,066	-18.7%	Shares	Sole	2023-08-04
2023-03-31	$816,559	6,229	-1.4%	Shares	Sole	2023-04-26
2022-12-31	$889,861	6,316	+6.5%	Shares	Sole	2023-01-19
2022-09-30	$704,305	5,928	+1.8%	Shares	Sole	2022-10-14
2022-06-30	$821,866	5,821	+7.3%	Shares	Sole	2022-07-14
2022-03-31	$705,358	5,425	+4.2%	Shares	Sole	2022-05-04
2021-12-31	$696,101	5,208	+0.2%	Shares	Sole	2022-01-31
2021-09-30	$722,436	5,200	+0.2%	Shares	Sole	2021-11-05
2021-06-30	$761,095	5,192	+0.3%	Shares	Sole	2021-07-09
2021-03-31	$690,153	5,179	-13.9%	Shares	Sole	2021-05-05
2020-12-31	$757,294	6,016	+1.0%	Shares	Sole	2021-01-26
2020-09-30	$724,909	5,958	-12.9%	Shares	Sole	2020-11-13
2020-06-30	$825,946	6,839	+0.1%	Shares	Sole	2020-08-03
2020-03-31	$757,873	6,832	—	Shares	Sole	2020-04-08
No filing history on record for this holder in this stock.