TD PRIVATE CLIENT WEALTH LLC
Position in IBM — International Business Machines Corp
CIK 1551017
NEW YORK, NY
Position in IBM
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$2,748,265
-$1,583,971 QoQ
Shares Held
9,773
-45.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#1,164
of 3,554 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, 2026TD PRIVATE CLIENT WEALTH LLC holds $6,300,540 across 25 Information Technology Services names. IBM ranks #1 (43.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
This page
|
9,773 | $2,748,265 | |
| 2 | CDW |
CDW Corp
|
6,804 | $956,914 | |
| 3 | JKHY |
Jack Henry & Associates Inc
|
6,304 | $868,312 | |
| 4 | ACN |
Accenture plc
|
4,859 | $604,653 | |
| 5 | BR |
Broadridge Financial Solutions, Inc.
|
2,014 | $275,817 | |
| 6 | LDOS |
Leidos Holdings, Inc.
|
2,100 | $216,237 | |
| 7 | SAIC |
Science Applications International Corp
|
1,910 | $210,883 | |
| 8 | EXLS |
ExlService Holdings, Inc.
|
4,120 | $106,543 |
All Filings in IBM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,748,265 | 9,773 | Shares | Defined | 2026-08-04 | |
| 2026-03-31 | $4,332,236 | 17,873 | Shares | Defined | 2026-04-27 | |
| 2025-12-31 | $5,023,721 | 16,960 | Shares | Defined | 2026-02-05 | |
| 2025-09-30 | $5,025,833 | 17,812 | Shares | Defined | 2025-10-27 | |
| 2025-06-30 | $4,847,657 | 16,445 | Shares | Defined | 2025-07-15 | |
| 2025-03-31 | $4,001,188 | 16,091 | Shares | Defined | 2025-04-29 | |
| 2024-12-31 | $3,879,120 | 17,646 | Shares | Defined | 2025-02-11 | |
| 2024-09-30 | $3,965,069 | 17,935 | Shares | Defined | 2024-11-18 | |
| 2024-06-30 | $3,101,339 | 17,932 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $3,140,337 | 16,445 | Shares | Defined | 2024-08-16 | |
| 2023-12-31 | $2,753,527 | 16,836 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $2,304,287 | 16,424 | Shares | Defined | 2024-08-16 | |
| 2023-06-30 | $2,303,806 | 17,217 | Shares | Defined | 2024-08-16 | |
| 2023-03-31 | $1,331,874 | 10,160 | Shares | Defined | 2024-08-16 | |
| 2022-12-31 | $1,441,586 | 10,232 | Shares | Defined | 2024-08-16 | |
| 2022-09-30 | $1,233,604 | 10,383 | Shares | Defined | 2024-08-16 | |
| 2022-06-30 | $1,462,587 | 10,359 | Shares | Defined | 2024-08-16 | |
| 2022-03-31 | $1,320,483 | 10,156 | Shares | Defined | 2024-08-16 | |
| 2021-12-31 | $1,185,296 | 8,868 | Shares | Defined | 2024-08-16 | |
| 2021-09-30 | $3,076,605 | 22,145 | Shares | Defined | 2024-08-16 | |
| 2021-06-30 | $4,001,906 | 27,300 | Shares | Defined | 2024-08-16 | |
| 2021-03-31 | $3,687,436 | 27,671 | Shares | Defined | 2024-08-16 | |
| 2020-12-31 | $3,820,459 | 30,350 | Shares | Defined | 2024-08-16 | |
| 2020-09-30 | $3,727,846 | 30,639 | Shares | Defined | 2024-08-16 | |
| 2020-06-30 | $3,859,205 | 31,955 | Shares | Defined | 2024-08-16 | |
| 2020-03-31 | $1,389,952 | 12,530 | Shares | Defined | 2024-08-16 | |
| No filing history on record for this holder in this stock. | ||||||