Avior Wealth Management, LLC
Position in IBM — International Business Machines Corp
CIK 1599868
OMAHA, NE
Position in IBM
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$2,201,593
+$334,948 QoQ
Shares Held
7,829
+1.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#1,336
of 3,626 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, 2026Avior Wealth Management, LLC holds $2,406,421 across 2 Information Technology Services names. IBM ranks #1 (91.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
This page
|
7,829 | $2,201,593 | |
| 2 | ACN |
Accenture plc
|
1,646 | $204,828 |
All Filings in IBM
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,201,593 | 7,829 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $1,866,645 | 7,701 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $1,986,088 | 6,705 | Shares | Sole | 2026-01-06 | |
| 2025-09-30 | $1,801,027 | 6,383 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,814,076 | 6,154 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $1,529,756 | 6,152 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $1,797,330 | 8,176 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $1,782,346 | 8,062 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $1,395,879 | 8,071 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,869,307 | 9,789 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $1,180,340 | 7,217 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $1,275,888 | 9,094 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $1,454,113 | 10,867 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $1,451,821 | 11,075 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $1,432,005 | 10,164 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,281,484 | 10,786 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $919,288 | 6,511 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $910,920 | 7,006 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $853,820 | 6,388 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $498,203 | 3,586 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $482,281 | 3,290 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $444,155 | 3,333 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $419,054 | 3,329 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $425,966 | 3,501 | Shares | Sole | 2020-10-20 | |
| 2020-06-30 | $421,366 | 3,489 | Shares | Sole | 2020-07-02 | |
| 2020-03-31 | $364,515 | 3,286 | Shares | Sole | 2020-04-01 | |
| No filing history on record for this holder in this stock. | ||||||