Position in IBM
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$1,134,682
+$300,376 QoQ
Shares Held
4,035
+17.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,797
of 3,616 holders
Holding Since
Mar 2023
14 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, 2026BIP Wealth, LLC holds $1,994,528 across 4 Information Technology Services names. IBM ranks #1 (56.9% of the industry book) .
All Filings in IBM
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,134,682 | 4,035 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $834,306 | 3,442 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $1,284,366 | 4,336 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $891,061 | 3,158 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $855,746 | 2,903 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $803,171 | 3,230 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $731,154 | 3,326 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $691,096 | 3,126 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $408,853 | 2,364 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $504,898 | 2,644 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $493,757 | 3,019 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $401,117 | 2,859 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $432,741 | 3,234 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $423,945 | 3,234 | Shares | Sole | 2023-05-10 | |
| No filing history on record for this holder in this stock. | ||||||