Dakota Wealth Management
Position in IBM — International Business Machines Corp
CIK 1631353
PALM BEACH GARDENS, FL
Position in IBM
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$8,035,856
+$439,596 QoQ
Shares Held
28,576
-8.8% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#674
of 3,616 holders
Holding Since
Mar 2020
19 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, 2026Dakota Wealth Management holds $12,931,595 across 5 Information Technology Services names. IBM ranks #1 (62.1% of the industry book) .
All Filings in IBM
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,035,856 | 28,576 | Shares | Defined | 2026-08-07 | |
| 2026-03-31 | $7,596,260 | 31,339 | Shares | Defined | 2026-05-07 | |
| 2025-12-31 | $16,789,182 | 56,680 | Shares | Defined | 2026-01-13 | |
| 2025-09-30 | $10,453,745 | 37,049 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $23,833,257 | 80,851 | Shares | Defined | 2025-07-16 | |
| 2025-03-31 | $9,247,416 | 37,189 | Shares | Defined | 2025-05-02 | |
| 2024-12-31 | $10,127,787 | 46,071 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $15,477,147 | 70,007 | Shares | Defined | 2024-10-23 | |
| 2024-06-30 | $12,439,947 | 71,928 | Shares | Defined | 2024-07-22 | |
| 2024-03-31 | $20,827,434 | 109,067 | Shares | Defined | 2024-04-24 | |
| 2023-12-31 | $1,285,175 | 7,858 | Shares | Defined | 2024-01-30 | |
| 2023-09-30 | $776,700 | 5,536 | Shares | Other | 2023-10-24 | |
| 2023-06-30 | $541,127 | 4,044 | Shares | Other | 2023-07-31 | |
| 2023-03-31 | $330,740 | 2,523 | Shares | Other | 2023-04-14 | |
| 2022-12-31 | $334,049 | 2,371 | Shares | Other | 2023-02-08 | |
| 2022-09-30 | $1,189,287 | 10,010 | Shares | Sole | 2022-11-10 | |
| 2020-09-30 | $517,340 | 4,252 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $2,598,366 | 21,515 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $2,735,755 | 24,662 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||