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Wealthcare Advisory Partners LLC

Position in IBM — International Business Machines Corp

CIK 1683059 WEST CHESTER, PA

Position in IBM

as of Jun 30, 2026 · filed Jul 9, 2026
Position Value
$6,094,945
+$629,293 QoQ
Shares Held
21,674
-3.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.58%
of 13F equity value
Holder Rank
#789
of 3,616 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, 2026

Wealthcare Advisory Partners LLC holds $6,579,076 across 4 Information Technology Services names. IBM ranks #1 (92.6% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 IBM
International Business Machines Corp
This page
21,674 $6,094,945

All Filings in IBM

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26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $6,094,945 21,674
2026-03-31 $5,465,652 22,549
2025-12-31 $6,638,954 22,413
2025-09-30 $6,230,939 22,083
2025-06-30 $6,211,604 21,072
2025-03-31 $4,731,999 19,030
2024-12-31 $4,090,596 18,608
2024-09-30 $4,100,370 18,547
2024-06-30 $2,891,032 16,716
2024-03-31 $2,960,834 15,505
2023-12-31 $2,256,008 13,794
2023-09-30 $1,808,046 12,887
2023-06-30 $1,813,259 13,551
2023-03-31 $1,740,350 13,276
2022-12-31 $1,945,550 13,809
2022-09-30 $1,208,891 10,175
2022-06-30 $1,246,566 8,829
2022-03-31 $1,090,607 8,388
2021-12-31 $1,398,751 10,465
2021-09-30 $1,261,067 9,077
2021-06-30 $1,244,695 8,491
2021-03-31 $1,047,823 7,863
2020-12-31 $704,928 5,600
2020-09-30 $660,424 5,428
2020-06-30 $648,172 5,367
2020-03-31 $202,558 1,826