Position in IBM
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$21,286,190
+$3,857,865 QoQ
Shares Held
75,695
+5.3% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
1.92%
of 13F equity value
Holder Rank
#79
of 1,607 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in IBM Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026Bogart Wealth, LLC holds $22,347,748 across 23 Information Technology Services names. IBM ranks #1 (95.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
This page
|
75,695 | $21,286,190 | |
| 2 | ACN |
Accenture plc
|
4,995 | $621,577 | |
| 3 | JKHY |
Jack Henry & Associates Inc
|
1,587 | $218,593 | |
| 4 | APLD |
Applied Digital Corp.
|
1,211 | $45,170 | |
| 5 | WYFI |
WhiteFiber, Inc.
|
1,000 | $38,850 | |
| 6 | BR |
Broadridge Financial Solutions, Inc.
|
226 | $30,950 | |
| 7 | CACI |
Caci International Inc /De/
|
54 | $25,016 | |
| 8 | LDOS |
Leidos Holdings, Inc.
|
199 | $20,491 |
All Filings in IBM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $21,286,190 | 75,695 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $17,428,325 | 71,902 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $13,941,123 | 47,065 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $13,782,951 | 48,848 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $14,671,790 | 49,772 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $12,331,298 | 49,591 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $10,772,329 | 49,003 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $14,593,269 | 66,009 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $13,089,201 | 75,682 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $13,018,125 | 68,172 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $11,247,497 | 68,771 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $11,414,106 | 81,355 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $11,032,099 | 82,446 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $10,697,337 | 81,603 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $10,920,243 | 77,509 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $8,613,606 | 72,499 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $8,710,011 | 61,690 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $6,704,221 | 51,563 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $5,893,336 | 44,092 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $5,575,679 | 40,133 | Shares | Sole | 2021-10-15 | |
| 2021-06-30 | $5,462,089 | 37,261 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $4,303,364 | 32,293 | Shares | Sole | 2021-04-16 | |
| 2020-12-31 | $2,821,852 | 22,417 | Shares | Sole | 2021-01-14 | |
| 2020-09-30 | $2,454,205 | 20,171 | Shares | Sole | 2020-10-06 | |
| 2020-06-30 | $2,447,766 | 20,268 | Shares | Sole | 2020-07-08 | |
| 2020-03-31 | $2,197,300 | 19,808 | Shares | Sole | 2020-04-20 | |
| No filing history on record for this holder in this stock. | ||||||