Wealth Architects, LLC
Position in IBM — International Business Machines Corp
CIK 1611518
MOUNTAIN VIEW, CA
Position in IBM
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$1,317,750
+$202,029 QoQ
Shares Held
4,686
+1.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.42%
of 13F equity value
Holder Rank
#1,682
of 3,616 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in IBM Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026Wealth Architects, LLC holds $1,563,270 across 2 Information Technology Services names. IBM ranks #1 (84.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
This page
|
4,686 | $1,317,750 | |
| 2 | ACN |
Accenture plc
|
1,973 | $245,520 |
All Filings in IBM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,317,750 | 4,686 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $1,115,721 | 4,603 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,258,596 | 4,249 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,207,362 | 4,279 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,105,130 | 3,749 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $935,210 | 3,761 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $822,384 | 3,741 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $835,019 | 3,777 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $653,923 | 3,781 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $722,210 | 3,782 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $930,926 | 5,692 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $536,787 | 3,826 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $489,476 | 3,658 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $490,407 | 3,741 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $527,773 | 3,746 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $447,676 | 3,768 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $572,807 | 4,057 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $562,466 | 4,326 | Shares | Sole | 2022-05-17 | |
| 2021-12-31 | $630,340 | 4,716 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $659,639 | 4,748 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $710,081 | 4,844 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $630,986 | 4,735 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $644,379 | 5,119 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $597,034 | 4,907 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $566,049 | 4,687 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $525,142 | 4,734 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||