Quaker Wealth Management, LLC
Position in IBM — International Business Machines Corp
CIK 1733472
MOORESTOWN, NJ
Position in IBM
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$80,707
+$11,626 QoQ
Shares Held
287
+0.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#3,479
of 3,616 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in IBM Over Time
Shares Held
Position Value (USD)
Derivatives in IBM
reported options exposure · as of Mar 31, 2025CallValue
$0
CallShares
0
PutValue
$20,638
PutShares
83
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Information Technology Services
Technology · as of Jun 30, 2026Quaker Wealth Management, LLC holds $150,870 across 11 Information Technology Services names. IBM ranks #1 (53.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
This page
|
287 | $80,707 | |
| 2 | FIS |
Fidelity National Information Services, Inc.
|
937 | $36,430 | |
| 3 | ACN |
Accenture plc
|
150 | $18,666 | |
| 4 | HCKT |
Hackett Group, Inc.
|
1,143 | $12,310 | |
| 5 | BR |
Broadridge Financial Solutions, Inc.
|
6 | $821 | |
| 6 | IT |
Gartner Inc
|
5 | $648 | |
| 7 | EXLS |
ExlService Holdings, Inc.
|
15 | $387 | |
| 8 | CTSH |
Cognizant Technology Solutions Corp
|
9 | $348 |
All Filings in IBM
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $80,707 | 287 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $69,081 | 285 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $25,177 | 85 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $23,419 | 83 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $24,466 | 83 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $20,638 | 83 | Put | Sole | 2025-05-29 | |
| No filing history on record for this holder in this stock. | ||||||