Arete Wealth Advisors, LLC
Position in IBM — International Business Machines Corp
CIK 1600151
CHICAGO, IL
Position in IBM
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$8,807,497
+$1,256,079 QoQ
Shares Held
31,320
+0.5% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
1.22%
of 13F equity value
Holder Rank
#627
of 3,615 holders
Holding Since
Mar 2020
25 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, 2026Arete Wealth Advisors, LLC holds $14,441,664 across 3 Information Technology Services names. IBM ranks #1 (61.0% of the industry book) .
All Filings in IBM
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,807,497 | 31,320 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $7,551,418 | 31,154 | Shares | Sole | 2026-05-20 | |
| 2025-12-31 | $10,398,155 | 35,104 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $9,958,837 | 35,295 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $10,147,801 | 34,425 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $4,678,289 | 18,814 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $3,159,616 | 14,373 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $2,902,780 | 13,130 | Shares | Sole | 2024-11-18 | |
| 2024-06-30 | $2,501,202 | 14,462 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $2,869,555 | 15,027 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $2,494,628 | 15,253 | Shares | Sole | 2024-02-14 | |
| 2023-06-30 | $2,225,126 | 16,629 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $2,856,844 | 21,793 | Shares | Sole | 2023-05-22 | |
| 2022-12-31 | $3,085,631 | 21,901 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $2,541,821 | 21,394 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $2,266,240 | 16,051 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $2,003,348 | 15,408 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $1,896,100 | 14,186 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $1,208,691 | 8,700 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,202,917 | 8,206 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $1,051,154 | 7,888 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $1,013,460 | 8,051 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $1,068,019 | 8,778 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $1,083,548 | 8,972 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $1,110,409 | 10,010 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||