KESTRA PRIVATE WEALTH SERVICES, LLC
Position in IBM — International Business Machines Corp
CIK 1649451
AUSTIN, TX
Position in IBM
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$24,436,586
+$3,611,892 QoQ
Shares Held
86,898
+1.1% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.50%
of 13F equity value
Holder Rank
#77
of 1,707 holders
Holding Since
Sep 2020
24 quarters on record
Common Shares in IBM Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026KESTRA PRIVATE WEALTH SERVICES, LLC holds $38,453,208 across 12 Information Technology Services names. IBM ranks #1 (63.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
This page
|
86,898 | $24,436,586 | |
| 2 | ACN |
Accenture plc
|
42,285 | $5,261,945 | |
| 3 | BR |
Broadridge Financial Solutions, Inc.
|
29,421 | $4,029,205 | |
| 4 | APLD |
Applied Digital Corp.
|
79,507 | $2,965,611 | |
| 5 | CDW |
CDW Corp
|
3,358 | $472,269 | |
| 6 | LDOS |
Leidos Holdings, Inc.
|
3,463 | $356,585 | |
| 7 | FIS |
Fidelity National Information Services, Inc.
|
7,050 | $274,104 | |
| 8 | CIFR |
Cipher Digital Inc.
|
9,050 | $221,725 |
All Filings in IBM
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $24,436,586 | 86,898 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $20,824,694 | 85,914 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $24,340,464 | 82,173 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $21,855,831 | 77,459 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $23,577,978 | 79,985 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $19,505,636 | 78,443 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $16,927,129 | 77,001 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $14,735,424 | 66,652 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $12,059,111 | 69,726 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $12,750,017 | 66,768 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $11,181,422 | 68,367 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $7,774,864 | 55,416 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $5,845,757 | 43,687 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $5,358,172 | 40,874 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $6,034,036 | 42,828 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $4,569,551 | 38,461 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $5,595,924 | 39,634 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $5,088,592 | 39,137 | Shares | Sole | 2022-07-21 | |
| 2021-12-31 | $5,075,471 | 37,973 | Shares | Sole | 2022-07-21 | |
| 2021-09-30 | $4,405,054 | 31,707 | Shares | Sole | 2022-07-26 | |
| 2021-06-30 | $4,439,478 | 30,285 | Shares | Sole | 2022-07-27 | |
| 2021-03-31 | $3,928,770 | 29,482 | Shares | Sole | 2022-07-27 | |
| 2020-12-31 | $3,174,442 | 25,218 | Shares | Sole | 2022-07-28 | |
| 2020-09-30 | $1,882,721 | 15,474 | Shares | Sole | 2022-07-28 | |
| No filing history on record for this holder in this stock. | ||||||