GeoWealth Management, LLC
Position in IBM — International Business Machines Corp
CIK 1593387
CHICAGO, IL
Position in IBM
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$1,096,719
+$114,313 QoQ
Shares Held
3,900
-3.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#1,824
of 3,615 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 6%
Shared 10%
None 84%
Common Shares in IBM Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026GeoWealth Management, LLC holds $3,533,313 across 7 Information Technology Services names. IBM ranks #2 (31.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ACN |
Accenture plc
|
10,203 | $1,269,661 | |
| 2 | IBM |
International Business Machines Corp
This page
|
3,900 | $1,096,719 | |
| 3 | FIS |
Fidelity National Information Services, Inc.
|
9,003 | $350,036 | |
| 4 | BR |
Broadridge Financial Solutions, Inc.
|
1,970 | $269,791 | |
| 5 | CACI |
Caci International Inc /De/
|
580 | $268,690 | |
| 6 | LDOS |
Leidos Holdings, Inc.
|
1,839 | $189,361 | |
| 7 | WIT |
Wipro Ltd
|
39,580 | $89,055 |
All Filings in IBM
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,096,719 | 3,900 | Shares | Other | 2026-07-30 | |
| 2026-03-31 | $982,406 | 4,053 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $1,116,415 | 3,769 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $1,079,262 | 3,825 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $1,092,749 | 3,707 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $1,003,343 | 4,035 | Shares | Other | 2025-05-09 | |
| 2024-12-31 | $1,427,795 | 6,495 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $1,315,867 | 5,952 | Shares | Other | 2024-11-12 | |
| 2024-06-30 | $1,044,444 | 6,039 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $1,225,962 | 6,420 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $685,437 | 4,191 | Shares | Other | 2024-02-13 | |
| 2023-09-30 | $282,423 | 2,013 | Shares | Other | 2023-11-13 | |
| 2023-06-30 | $746,124 | 5,576 | Shares | Other | 2023-08-10 | |
| 2023-03-31 | $285,644 | 2,179 | Shares | Other | 2023-05-12 | |
| 2022-12-31 | $268,817 | 1,908 | Shares | Other | 2023-02-13 | |
| 2022-09-30 | $213,381 | 1,796 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $331,795 | 2,350 | Shares | Other | 2022-08-12 | |
| 2022-03-31 | $333,501 | 2,565 | Shares | Other | 2022-05-13 | |
| 2021-12-31 | $462,997 | 3,464 | Shares | Other | 2022-02-14 | |
| 2021-09-30 | $476,251 | 3,428 | Shares | Other | 2021-11-12 | |
| 2021-06-30 | $508,080 | 3,466 | Shares | Sole | 2021-08-17 | |
| 2021-03-31 | $396,714 | 2,977 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $361,905 | 2,875 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $287,384 | 2,362 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $367,502 | 3,043 | Shares | Sole | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||