Venturi Wealth Management, LLC

Position in IBM — International Business Machines Corp

CIK 1666363 AUSTIN, TX

Position in IBM

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$2,132,133

+$450,917 QoQ

Shares Held

7,582

+9.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.16%

of 13F equity value

Holder Rank

#1,355

of 3,626 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 33% Shared 67% None 0%

Technology · as of Jun 30, 2026

Venturi Wealth Management, LLC holds $3,040,492 across 3 Information Technology Services names. IBM ranks #1 (70.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	IBM	International Business Machines Corp This page	7,582	$2,132,133
2	ACN	Accenture plc	5,366	$667,744
3	PONY	Pony AI Inc.	34,621	$240,615

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,132,133	7,582	+9.3%	Shares	Sole	2026-07-20
2026-03-31	$1,681,216	6,936	+3.0%	Shares	Other	2026-04-21
2025-12-31	$1,995,270	6,736	+6.5%	Shares	Sole	2026-01-22
2025-09-30	$1,784,379	6,324	-13.5%	Shares	Other	2025-10-23
2025-06-30	$2,155,430	7,312	-6.4%	Shares	Other	2025-07-23
2025-03-31	$1,942,531	7,812	+0.0%	Shares	Sole	2025-05-06
2024-12-31	$1,716,651	7,809	+1.4%	Shares	Sole	2025-01-31
2024-09-30	$1,702,536	7,701	-24.9%	Shares	Sole	2024-11-04
2024-06-30	$1,772,391	10,248	+32.0%	Shares	Sole	2024-07-19
2024-03-31	$1,482,613	7,764	+0.6%	Shares	Sole	2024-04-23
2023-12-31	$1,261,950	7,716	-0.1%	Shares	Sole	2024-01-23
2023-09-30	$1,083,677	7,724	+0.7%	Shares	Sole	2023-11-02
2023-06-30	$1,026,054	7,668	+8.6%	Shares	Sole	2023-07-24
2023-03-31	$925,757	7,062	+18.5%	Shares	Sole	2023-05-02
2022-12-31	$839,421	5,958	-1.3%	Shares	Sole	2023-01-31
2022-09-30	$717,492	6,039	+167.6%	Shares	Sole	2022-11-14
2022-06-30	$318,665	2,257	+0.0%	Shares	Sole	2022-08-12
2022-03-31	$293,325	2,256	-6.2%	Shares	Sole	2022-05-13
2021-12-31	$321,452	2,405	+6.6%	Shares	Sole	2022-02-08
2021-09-30	$313,426	2,256	-5.4%	Shares	Sole	2021-11-10
2021-06-30	$349,470	2,384	+4.2%	Shares	Sole	2021-08-02
2021-03-31	$304,898	2,288	-13.1%	Shares	Sole	2021-04-22
2020-12-31	$331,442	2,633	-11.5%	Shares	Sole	2021-01-28
2020-09-30	$361,968	2,975	-56.3%	Shares	Sole	2020-11-03
2020-06-30	$821,719	6,804	+12.2%	Shares	Sole	2020-08-05
2020-03-31	$672,679	6,064	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.