Segment Wealth Management, LLC
Position in IBM — International Business Machines Corp
CIK 1575581
HOUSTON, TX
Position in IBM
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$241,278
-$19,291 QoQ
Shares Held
858
-20.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#3,195
of 3,616 holders
Holding Since
Dec 2025
3 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, 2026Segment Wealth Management, LLC holds $565,986 across 2 Information Technology Services names. IBM ranks #2 (42.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BR |
Broadridge Financial Solutions, Inc.
|
2,371 | $324,708 | |
| 2 | IBM |
International Business Machines Corp
This page
|
858 | $241,278 |
All Filings in IBM
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $241,278 | 858 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $260,569 | 1,075 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $351,008 | 1,185 | Shares | Sole | 2026-01-29 | |
| No filing history on record for this holder in this stock. | ||||||