Stratos Wealth Partners, LTD.
Position in IBM — International Business Machines Corp
CIK 1612865
BEACHWOOD, OH
Position in IBM
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$17,031,202
+$2,492,166 QoQ
Shares Held
60,564
+1.0% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
#438
of 3,616 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, 2026Stratos Wealth Partners, LTD. holds $29,987,511 across 8 Information Technology Services names. IBM ranks #1 (56.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
This page
|
60,564 | $17,031,202 | |
| 2 | ACN |
Accenture plc
|
49,032 | $6,101,542 | |
| 3 | APLD |
Applied Digital Corp.
|
84,888 | $3,166,322 | |
| 4 | JKHY |
Jack Henry & Associates Inc
|
17,246 | $2,375,464 | |
| 5 | BR |
Broadridge Financial Solutions, Inc.
|
3,442 | $471,381 | |
| 6 | PSN |
Parsons Corp
|
6,538 | $342,525 | |
| 7 | INOD |
Innodata Inc
|
3,383 | $255,687 | |
| 8 | FIS |
Fidelity National Information Services, Inc.
|
6,260 | $243,388 |
All Filings in IBM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,031,202 | 60,564 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $14,539,036 | 59,982 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $18,758,386 | 63,328 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $17,722,469 | 62,810 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $19,004,761 | 64,471 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $15,075,758 | 60,628 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $24,278,904 | 110,444 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $13,967,392 | 63,178 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $10,388,587 | 60,067 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $11,451,489 | 59,968 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $9,643,398 | 58,963 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $8,435,397 | 60,124 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $7,151,743 | 53,447 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $6,173,552 | 47,094 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $6,454,593 | 45,813 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $5,591,079 | 47,059 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $7,130,095 | 50,500 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $6,636,220 | 51,040 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $6,882,287 | 51,491 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $6,691,981 | 48,168 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $6,767,327 | 46,165 | Shares | Sole | 2021-07-19 | |
| 2021-03-31 | $5,808,003 | 43,584 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $7,220,226 | 57,358 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $7,876,793 | 64,739 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $7,790,873 | 64,510 | Shares | Sole | 2020-07-28 | |
| 2020-03-31 | $6,751,198 | 60,860 | Shares | Sole | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||