AE Wealth Management LLC
Position in IBM — International Business Machines Corp
CIK 1697723
TOPEKA, KS
Position in IBM
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$70,067,649
+$4,657,290 QoQ
Shares Held
249,165
-7.7% QoQ
Ownership
0.026%
of shares outstanding
% of Portfolio
0.66%
of 13F equity value
Holder Rank
#193
of 3,554 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, 2026AE Wealth Management LLC holds $100,110,101 across 18 Information Technology Services names. IBM ranks #1 (70.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
This page
|
249,165 | $70,067,649 | |
| 2 | ACN |
Accenture plc
|
186,062 | $23,153,519 | |
| 3 | EFOR |
Everforth Inc
|
66,161 | $1,182,279 | |
| 4 | SAIC |
Science Applications International Corp
|
10,465 | $1,155,432 | |
| 5 | LDOS |
Leidos Holdings, Inc.
|
10,490 | $1,080,149 | |
| 6 | CACI |
Caci International Inc /De/
|
986 | $456,770 | |
| 7 | VRRM |
VERRA MOBILITY Corp
|
105,538 | $448,525 | |
| 8 | CTSH |
Cognizant Technology Solutions Corp
|
10,361 | $401,274 |
All Filings in IBM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $70,067,649 | 249,165 | Shares | Other | 2026-08-03 | |
| 2026-03-31 | $65,410,359 | 269,856 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $33,061,447 | 111,615 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $30,639,443 | 108,589 | Shares | Other | 2025-11-03 | |
| 2025-06-30 | $29,416,660 | 99,792 | Shares | Other | 2025-08-06 | |
| 2025-03-31 | $27,638,287 | 111,149 | Shares | Other | 2025-05-06 | |
| 2024-12-31 | $24,695,687 | 112,340 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $24,247,161 | 109,676 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $19,627,393 | 113,486 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $22,064,653 | 115,546 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $40,677,665 | 248,717 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $36,726,050 | 261,768 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $35,514,645 | 265,411 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $38,242,230 | 291,725 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $37,332,186 | 264,974 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $27,836,945 | 234,298 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $29,686,044 | 210,256 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $22,715,014 | 174,704 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $20,938,373 | 156,654 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $19,810,033 | 142,590 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $18,855,871 | 128,630 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $14,926,583 | 112,011 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $12,967,909 | 103,018 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $12,489,545 | 102,651 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $11,751,525 | 97,305 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $6,970,284 | 62,835 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||