Position in IBM
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$7,439,126
+$647,847 QoQ
Shares Held
26,454
-5.6% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
1.57%
of 13F equity value
Holder Rank
#704
of 3,616 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 91%
Shared 0%
None 9%
Common Shares in IBM Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026SVB WEALTH LLC holds $9,841,618 across 2 Information Technology Services names. IBM ranks #1 (75.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
This page
|
26,454 | $7,439,126 | |
| 2 | LDOS |
Leidos Holdings, Inc.
|
23,332 | $2,402,492 |
All Filings in IBM
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,439,126 | 26,454 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $6,791,279 | 28,018 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $11,033,821 | 37,250 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $11,703,431 | 41,478 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $14,375,829 | 48,768 | Shares | Sole | 2025-08-14 | |
| 2024-12-31 | $25,035,778 | 113,887 | Shares | Sole | 2025-02-05 | |
| 2024-06-30 | $21,688,274 | 125,402 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $25,324,159 | 132,615 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $23,455,849 | 143,417 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $24,917,700 | 177,603 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $25,889,959 | 193,483 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $30,261,338 | 230,844 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $31,914,402 | 226,520 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $27,252,636 | 229,380 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $32,904,327 | 233,050 | Shares | Sole | 2022-08-16 | |
| 2022-03-31 | $31,392,027 | 241,440 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $31,400,743 | 234,930 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $33,075,211 | 238,071 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $33,675,826 | 229,728 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $26,916,250 | 201,983 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $24,738,194 | 196,522 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $23,667,244 | 194,520 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $20,835,845 | 172,525 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $4,403,809 | 39,699 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||