Measured Wealth Private Client Group, LLC

Position in IBM — International Business Machines Corp

CIK 1720235 PORTSMOUTH, NH

Position in IBM

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$80,426

-$20,165 QoQ

Shares Held

286

-31.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#3,480

of 3,616 holders

Holding Since

Sep 2020

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Measured Wealth Private Client Group, LLC holds $227,220 across 8 Information Technology Services names. IBM ranks #2 (35.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ACN	Accenture plc	712	$88,601
2	IBM	International Business Machines Corp This page	286	$80,426
3	CACI	Caci International Inc /De/	60	$27,795
4	BR	Broadridge Financial Solutions, Inc.	193	$26,431
5	KD	Kyndryl Holdings, Inc.	350	$3,958
6	EXLS	ExlService Holdings, Inc.	0	$6
7	WIT	Wipro Ltd	1	$2
8	INFY	Infosys Ltd	0	$1

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$80,426	286	-31.1%	Shares	Sole	2026-08-10
2026-03-31	$100,591	415	-31.2%	Shares	Sole	2026-05-13
2025-12-31	$178,614	603	-48.3%	Shares	Sole	2026-02-10
2025-09-30	$328,998	1,166	-43.9%	Shares	Sole	2025-11-14
2025-06-30	$612,552	2,078	+23.4%	Shares	Sole	2025-08-13
2025-03-31	$418,743	1,684	+35.0%	Shares	Sole	2025-05-12
2024-12-31	$274,128	1,247	-28.5%	Shares	Sole	2025-01-27
2022-03-31	$226,884	1,745	-31.5%	Shares	Sole	2022-05-03
2021-12-31	$340,565	2,548	-39.5%	Shares	Sole	2022-01-28
2021-09-30	$585,312	4,213	-65.0%	Shares	Sole	2021-11-01
2021-06-30	$1,766,262	12,049	+13.1%	Shares	Sole	2021-08-05
2021-03-31	$1,419,352	10,651	+17.5%	Shares	Sole	2021-05-04
2020-12-31	$1,141,228	9,066	+37.4%	Shares	Sole	2021-01-20
2020-09-30	$802,900	6,599	—	Shares	Sole	2020-10-15
No filing history on record for this holder in this stock.