WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Position in IBM — International Business Machines Corp
CIK 1632972
PLYMOUTH, MN
Position in IBM
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$187,232,992
+$37,496,812 QoQ
Shares Held
665,812
+7.8% QoQ
Ownership
0.071%
of shares outstanding
% of Portfolio
0.62%
of 13F equity value
Holder Rank
#86
of 3,616 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 6%
Shared 0%
None 94%
Common Shares in IBM Over Time
Shares Held
Position Value (USD)
Derivatives in IBM
reported options exposure · as of Sep 30, 2023CallValue
$29,291
CallShares
3,000
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Information Technology Services
Technology · as of Jun 30, 2026WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $292,427,550 across 39 Information Technology Services names. IBM ranks #1 (64.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
This page
|
665,812 | $187,232,992 | |
| 2 | ACN |
Accenture plc
|
292,646 | $36,416,868 | |
| 3 | CTSH |
Cognizant Technology Solutions Corp
|
341,825 | $13,238,882 | |
| 4 | JKHY |
Jack Henry & Associates Inc
|
78,904 | $10,868,236 | |
| 5 | CACI |
Caci International Inc /De/
|
12,027 | $5,571,628 | |
| 6 | IT |
Gartner Inc
|
40,920 | $5,304,050 | |
| 7 | LDOS |
Leidos Holdings, Inc.
|
41,666 | $4,290,348 | |
| 8 | BR |
Broadridge Financial Solutions, Inc.
|
29,250 | $4,005,787 |
All Filings in IBM
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $187,232,992 | 665,812 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $149,736,180 | 617,749 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $238,911,433 | 806,561 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $222,986,533 | 790,284 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $322,912,034 | 1,095,434 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $288,039,289 | 1,158,366 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $199,623,885 | 908,083 | Shares | Sole | 2025-03-17 | |
| 2024-09-30 | $172,324,785 | 779,468 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $122,916,948 | 710,708 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $126,667,587 | 663,320 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $108,136,806 | 661,185 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $33,500,413 | 238,777 | Shares | Sole | 2023-11-13 | |
| 2023-09-30 | $29,291 | 3,000 | Call | Sole | 2023-11-13 | |
| 2023-06-30 | $18,265,198 | 136,501 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $17,680,632 | 134,874 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $1,774,932 | 12,598 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $1,488,570 | 12,529 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $1,851,283 | 13,112 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $1,632,921 | 12,559 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $1,723,011 | 12,891 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $1,773,302 | 12,764 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $1,870,634 | 12,761 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $1,561,273 | 11,716 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $1,450,012 | 11,519 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $1,401,029 | 11,515 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $3,968,502 | 32,860 | Shares | Sole | 2020-10-13 | |
| 2020-03-31 | $5,725,206 | 51,611 | Shares | Sole | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||