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, 2026Wealthcare Advisory Partners LLC holds $6,579,076 across 4 Information Technology Services names. IBM ranks #1 (92.6% of the industry book) .
All Filings in IBM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,094,945 | 21,674 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $5,465,652 | 22,549 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $6,638,954 | 22,413 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $6,230,939 | 22,083 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $6,211,604 | 21,072 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $4,731,999 | 19,030 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $4,090,596 | 18,608 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $4,100,370 | 18,547 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $2,891,032 | 16,716 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $2,960,834 | 15,505 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $2,256,008 | 13,794 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $1,808,046 | 12,887 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $1,813,259 | 13,551 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $1,740,350 | 13,276 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $1,945,550 | 13,809 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $1,208,891 | 10,175 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,246,566 | 8,829 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,090,607 | 8,388 | Shares | Sole | 2022-04-15 | |
| 2021-12-31 | $1,398,751 | 10,465 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $1,261,067 | 9,077 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,244,695 | 8,491 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $1,047,823 | 7,863 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $704,928 | 5,600 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $660,424 | 5,428 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $648,172 | 5,367 | Shares | Sole | 2020-07-29 | |
| 2020-03-31 | $202,558 | 1,826 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||