Pinnacle Wealth Planning Services, Inc.
Position in IBM — International Business Machines Corp
CIK 1726752
MANSFIELD, OH
Position in IBM
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$2,028,648
+$264,049 QoQ
Shares Held
7,214
-0.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
#1,356
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, 2026Pinnacle Wealth Planning Services, Inc. holds $3,944,466 across 37 Information Technology Services names. IBM ranks #1 (51.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
This page
|
7,214 | $2,028,648 | |
| 2 | TSSI |
TSS, Inc.
|
25,000 | $307,500 | |
| 3 | ACN |
Accenture plc
|
2,278 | $283,474 | |
| 4 | INFY |
Infosys Ltd
|
18,649 | $195,628 | |
| 5 | BR |
Broadridge Financial Solutions, Inc.
|
1,408 | $192,825 | |
| 6 | APLD |
Applied Digital Corp.
|
4,367 | $162,889 | |
| 7 | WIT |
Wipro Ltd
|
53,175 | $119,643 | |
| 8 | EPAM |
EPAM Systems, Inc.
|
1,023 | $81,175 |
All Filings in IBM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,028,648 | 7,214 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $1,764,599 | 7,280 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $2,143,375 | 7,236 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,904,297 | 6,749 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,850,334 | 6,277 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $891,197 | 3,584 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $729,615 | 3,319 | Shares | Sole | 2025-02-27 | |
| 2024-09-30 | $1,195,600 | 5,408 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $852,643 | 4,930 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $941,623 | 4,931 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $848,660 | 5,189 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $734,189 | 5,233 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $700,628 | 5,236 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $727,810 | 5,552 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $927,478 | 6,583 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $677,573 | 5,703 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $910,251 | 6,447 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $381,998 | 2,938 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $390,153 | 2,919 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $499,870 | 3,598 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $500,165 | 3,412 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $447,086 | 3,355 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $312,937 | 2,486 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $261,346 | 2,148 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $219,800 | 1,820 | Shares | Sole | 2020-07-27 | |
| 2020-03-31 | $349,096 | 3,147 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||