Wealthspire Advisors, LLC
Position in IBM — International Business Machines Corp
CIK 1646247
NEW YORK, NY
Position in IBM
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$15,466,550
+$5,670,116 QoQ
Shares Held
55,000
+36.1% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#454
of 3,554 holders
Holding Since
Mar 2020
26 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, 2026Wealthspire Advisors, LLC holds $47,244,299 across 8 Information Technology Services names. IBM ranks #2 (32.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ACN |
Accenture plc
|
228,396 | $28,421,598 | |
| 2 | IBM |
International Business Machines Corp
This page
|
55,000 | $15,466,550 | |
| 3 | EFOR |
Everforth Inc
|
50,000 | $893,500 | |
| 4 | CIFR |
Cipher Digital Inc.
|
28,885 | $707,682 | |
| 5 | APLD |
Applied Digital Corp.
|
17,512 | $653,197 | |
| 6 | BR |
Broadridge Financial Solutions, Inc.
|
3,684 | $504,523 | |
| 7 | CDW |
CDW Corp
|
2,211 | $310,955 | |
| 8 | CACI |
Caci International Inc /De/
|
618 | $286,294 |
All Filings in IBM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,466,550 | 55,000 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $9,796,434 | 40,416 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $11,665,934 | 39,384 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $17,791,316 | 63,054 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $20,654,054 | 70,066 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $14,410,344 | 57,952 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $6,063,570 | 27,583 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $5,823,689 | 26,342 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $4,355,918 | 25,186 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $4,829,187 | 25,289 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $4,099,871 | 25,068 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $3,657,340 | 26,068 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $3,015,274 | 22,534 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $3,071,963 | 23,434 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $3,676,665 | 26,096 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $2,101,748 | 17,690 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,103,025 | 14,895 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $1,980,464 | 15,232 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $2,472,041 | 18,495 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $2,964,766 | 21,340 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $2,181,845 | 14,884 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $3,351,222 | 25,148 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $2,102,825 | 16,705 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $778,322 | 6,397 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $648,414 | 5,369 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $3,055,455 | 27,544 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||