Strategic Wealth Partners, Ltd.
Position in IBM — International Business Machines Corp
CIK 1720777
INDEPENDENCE, OH
Position in IBM
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$23,464,724
+$5,586,038 QoQ
Shares Held
83,442
+13.1% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
2.30%
of 13F equity value
Holder Rank
#353
of 3,554 holders
Holding Since
Jun 2022
16 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, 2026Strategic Wealth Partners, Ltd. holds $24,182,175 across 16 Information Technology Services names. IBM ranks #1 (97.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
This page
|
83,442 | $23,464,724 | |
| 2 | ACN |
Accenture plc
|
4,748 | $590,841 | |
| 3 | APLD |
Applied Digital Corp.
|
989 | $36,889 | |
| 4 | CIFR |
Cipher Digital Inc.
|
1,010 | $24,745 | |
| 5 | LDOS |
Leidos Holdings, Inc.
|
164 | $16,887 | |
| 6 | IT |
Gartner Inc
|
103 | $13,350 | |
| 7 | KD |
Kyndryl Holdings, Inc.
|
879 | $9,941 | |
| 8 | CACI |
Caci International Inc /De/
|
13 | $6,022 |
All Filings in IBM
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $23,464,724 | 83,442 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $17,878,686 | 73,760 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $21,171,905 | 71,476 | Shares | Sole | 2026-05-12 | |
| 2025-09-30 | $17,424,790 | 61,755 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $11,512,338 | 39,054 | Shares | Sole | 2025-08-11 | |
| 2024-12-31 | $11,227,157 | 51,072 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $8,348,422 | 37,762 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $6,863,001 | 39,682 | Shares | Sole | 2024-10-08 | |
| 2024-03-31 | $7,353,296 | 38,507 | Shares | Sole | 2024-05-20 | |
| 2023-12-31 | $5,311,286 | 32,475 | Shares | Sole | 2024-05-20 | |
| 2023-09-30 | $3,417,988 | 24,362 | Shares | Sole | 2024-05-20 | |
| 2023-06-30 | $3,135,569 | 23,433 | Shares | Sole | 2024-05-20 | |
| 2023-03-31 | $2,945,592 | 22,470 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $2,013,318 | 14,290 | Shares | Sole | 2023-04-24 | |
| 2022-09-30 | $1,452,808 | 12,228 | Shares | Sole | 2023-04-24 | |
| 2022-06-30 | $1,554,925 | 11,013 | Shares | Sole | 2022-08-22 | |
| No filing history on record for this holder in this stock. | ||||||