Perigon Wealth Management, LLC
Position in IBM — International Business Machines Corp
CIK 1575239
SAN FRANCISCO, CA
Position in IBM
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$7,220,629
+$1,105,857 QoQ
Shares Held
25,677
+1.8% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#707
of 3,554 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 4%
Shared 0%
None 96%
Common Shares in IBM Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026Perigon Wealth Management, LLC holds $13,980,123 across 10 Information Technology Services names. IBM ranks #1 (51.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
This page
|
25,677 | $7,220,629 | |
| 2 | APLD |
Applied Digital Corp.
|
65,426 | $2,440,389 | |
| 3 | CIFR |
Cipher Digital Inc.
|
74,251 | $1,819,149 | |
| 4 | ACN |
Accenture plc
|
5,664 | $704,828 | |
| 5 | IT |
Gartner Inc
|
3,837 | $497,351 | |
| 6 | EFOR |
Everforth Inc
|
25,287 | $451,878 | |
| 7 | FIS |
Fidelity National Information Services, Inc.
|
7,330 | $284,990 | |
| 8 | PENG |
Penguin Solutions, Inc.
|
3,227 | $245,284 |
All Filings in IBM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,220,629 | 25,677 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $6,114,772 | 25,227 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $7,468,046 | 25,212 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $6,278,906 | 22,253 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $6,401,147 | 21,715 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $5,483,201 | 22,051 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $4,827,466 | 21,960 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $4,586,746 | 20,747 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $5,521,082 | 31,923 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $4,057,327 | 21,247 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $3,310,252 | 20,240 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $2,624,311 | 18,705 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $2,386,099 | 17,832 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $2,193,528 | 16,733 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $2,151,812 | 15,273 | Shares | Sole | 2023-05-01 | |
| 2022-09-30 | $1,226,119 | 10,320 | Shares | Sole | 2022-12-13 | |
| 2022-06-30 | $1,418,818 | 10,049 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $1,196,444 | 9,202 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,173,000 | 8,776 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $1,197,299 | 8,618 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $1,340,565 | 9,145 | Shares | Sole | 2021-07-19 | |
| 2021-03-31 | $1,199,473 | 9,001 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $408,228 | 3,243 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $373,283 | 3,068 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $502,524 | 4,161 | Shares | Sole | 2020-07-29 | |
| 2020-03-31 | $355,752 | 3,207 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||