RAFFA WEALTH MANAGEMENT, LLC
Position in IBM — International Business Machines Corp
CIK 1631073
WASHINGTON, DC
Position in IBM
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$46,680
-$8,342 QoQ
Shares Held
166
-26.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#3,525
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, 2026RAFFA WEALTH MANAGEMENT, LLC holds $147,438 across 23 Information Technology Services names. IBM ranks #2 (31.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ACN |
Accenture plc
|
377 | $46,913 | |
| 2 | IBM |
International Business Machines Corp
This page
|
166 | $46,680 | |
| 3 | CTSH |
Cognizant Technology Solutions Corp
|
380 | $14,717 | |
| 4 | INFY |
Infosys Ltd
|
726 | $7,615 | |
| 5 | WIT |
Wipro Ltd
|
2,784 | $6,264 | |
| 6 | FIS |
Fidelity National Information Services, Inc.
|
130 | $5,054 | |
| 7 | III |
Information Services Group Inc.
|
1,008 | $4,142 | |
| 8 | CDW |
CDW Corp
|
25 | $3,516 |
All Filings in IBM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $46,680 | 166 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $55,022 | 227 | Shares | Sole | 2026-07-27 | |
| 2025-12-31 | $52,429 | 177 | Shares | Sole | 2026-07-27 | |
| 2025-09-30 | $40,631 | 144 | Shares | Sole | 2026-07-27 | |
| 2025-06-30 | $118,206 | 401 | Shares | Sole | 2026-07-27 | |
| 2025-03-31 | $37,299 | 150 | Shares | Sole | 2026-07-27 | |
| 2024-12-31 | $38,909 | 177 | Shares | Sole | 2026-07-27 | |
| 2024-09-30 | $37,804 | 171 | Shares | Sole | 2026-07-27 | |
| 2024-06-30 | $29,574 | 171 | Shares | Sole | 2026-07-27 | |
| 2024-03-31 | $32,654 | 171 | Shares | Sole | 2026-07-27 | |
| 2023-12-31 | $29,439 | 180 | Shares | Sole | 2026-07-27 | |
| 2023-09-30 | $25,254 | 180 | Shares | Sole | 2026-07-27 | |
| 2023-06-30 | $24,085 | 180 | Shares | Sole | 2026-07-27 | |
| 2023-03-31 | $23,596 | 180 | Shares | Sole | 2026-07-27 | |
| 2022-12-31 | $25,360 | 180 | Shares | Sole | 2026-07-27 | |
| 2022-09-30 | $18,534 | 156 | Shares | Sole | 2026-07-27 | |
| 2022-06-30 | $23,296 | 165 | Shares | Sole | 2026-07-27 | |
| 2022-03-31 | $21,193 | 163 | Shares | Sole | 2026-07-27 | |
| 2021-12-31 | $20,850 | 156 | Shares | Sole | 2026-07-27 | |
| 2021-09-30 | $20,719 | 156 | Shares | Sole | 2026-07-27 | |
| 2021-06-30 | $19,339 | 138 | Shares | Sole | 2026-07-27 | |
| 2021-03-31 | $17,581 | 138 | Shares | Sole | 2026-07-27 | |
| 2020-12-31 | $14,200 | 118 | Shares | Sole | 2026-07-27 | |
| 2020-09-30 | $12,795 | 110 | Shares | Sole | 2026-07-27 | |
| 2020-06-30 | $17,318 | 150 | Shares | Sole | 2026-07-27 | |
| 2020-03-31 | $15,271 | 144 | Shares | Sole | 2026-07-27 | |
| No filing history on record for this holder in this stock. | ||||||