FINANCIAL CONSULATE, INC
Position in IBM — International Business Machines Corp
CIK 1624510
HUNT VALLEY, MD
Position in IBM
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$603,476
+$86,943 QoQ
Shares Held
2,146
+0.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.46%
of 13F equity value
Holder Rank
#2,362
of 3,616 holders
Holding Since
Mar 2021
12 quarters on record
Voting authority
Sole 60%
Shared 0%
None 40%
Common Shares in IBM Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026FINANCIAL CONSULATE, INC holds $805,220 across 19 Information Technology Services names. IBM ranks #1 (74.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
This page
|
2,146 | $603,476 | |
| 2 | ACN |
Accenture plc
|
441 | $54,878 | |
| 3 | LDOS |
Leidos Holdings, Inc.
|
470 | $48,395 | |
| 4 | SAIC |
Science Applications International Corp
|
241 | $26,608 | |
| 5 | WIT |
Wipro Ltd
|
7,527 | $16,935 | |
| 6 | INFY |
Infosys Ltd
|
1,328 | $13,930 | |
| 7 | APLD |
Applied Digital Corp.
|
259 | $9,660 | |
| 8 | KD |
Kyndryl Holdings, Inc.
|
772 | $8,731 |
All Filings in IBM
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $603,476 | 2,146 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $516,533 | 2,131 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $620,856 | 2,096 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $551,340 | 1,954 | Shares | Sole | 2025-10-21 | |
| 2022-12-31 | $239,935 | 1,703 | Shares | Other | 2023-01-11 | |
| 2022-09-30 | $202,214 | 1,702 | Shares | Other | 2022-10-20 | |
| 2022-06-30 | $240,164 | 1,701 | Shares | Other | 2022-07-19 | |
| 2022-03-31 | $221,034 | 1,700 | Shares | Other | 2022-04-28 | |
| 2021-12-31 | $224,014 | 1,676 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $232,152 | 1,671 | Shares | Other | 2021-10-19 | |
| 2021-06-30 | $248,470 | 1,695 | Shares | Other | 2021-07-22 | |
| 2021-03-31 | $216,280 | 1,623 | Shares | Other | 2021-04-19 | |
| No filing history on record for this holder in this stock. | ||||||