NWAM LLC

Position in IBM — International Business Machines Corp

CIK 1655006 MERCER ISLAND, WA

Position in IBM

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$3,113,557

+$233,480 QoQ

Shares Held

11,072

-6.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.32%

of 13F equity value

Holder Rank

#1,095

of 3,616 holders

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

NWAM LLC holds $7,253,289 across 4 Information Technology Services names. IBM ranks #2 (42.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CDW	CDW Corp	26,524	$3,730,335
2	IBM	International Business Machines Corp This page	11,072	$3,113,557
3	ACN	Accenture plc	2,408	$299,651
4	INFY	Infosys Ltd	10,462	$109,746

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,113,557	11,072	-6.8%	Shares	Sole	2026-07-23
2026-03-31	$2,880,077	11,882	+18.1%	Shares	Sole	2026-05-04
2025-12-31	$2,981,353	10,065	+7.2%	Shares	Sole	2026-02-04
2025-09-30	$2,648,353	9,386	+0.1%	Shares	Sole	2026-02-04
2025-06-30	$2,762,972	9,373	+21.1%	Shares	Sole	2026-02-04
2025-03-31	$1,924,628	7,740	-19.7%	Shares	Sole	2025-05-05
2024-12-31	$2,119,820	9,643	-0.3%	Shares	Sole	2025-02-05
2024-09-30	$2,139,170	9,676	-65.7%	Shares	Sole	2024-11-12
2024-03-31	$5,384,308	28,196	+125.9%	Shares	Sole	2024-05-09
2023-12-31	$2,041,104	12,480	+9.8%	Shares	Sole	2024-02-14
2023-09-30	$1,594,228	11,363	-27.2%	Shares	Sole	2023-11-01
2023-06-30	$2,089,175	15,613	+108.7%	Shares	Sole	2023-08-10
2023-03-31	$980,815	7,482	-22.4%	Shares	Sole	2023-05-12
2022-12-31	$1,358,320	9,641	-16.0%	Shares	Sole	2023-02-08
2022-09-30	$1,364,295	11,483	-3.4%	Shares	Sole	2022-11-14
2022-06-30	$1,678,607	11,889	-1.5%	Shares	Sole	2022-08-10
2022-03-31	$1,568,821	12,066	+1.5%	Shares	Sole	2022-05-12
2021-12-31	$1,588,682	11,886	+21.4%	Shares	Sole	2022-02-10
2021-09-30	$1,360,402	9,792	-21.5%	Shares	Sole	2021-11-03
2021-06-30	$1,828,563	12,474	+9.3%	Shares	Sole	2021-08-04
2021-03-31	$1,520,229	11,408	+18.7%	Shares	Sole	2021-04-23
2020-12-31	$1,209,832	9,611	-23.7%	Shares	Sole	2021-01-22
2020-06-30	$1,520,615	12,591	+37.4%	Shares	Sole	2020-07-21
2020-03-31	$1,016,340	9,162	—	Shares	Sole	2020-04-16
No filing history on record for this holder in this stock.