Integrated Wealth Concepts LLC
Position in IBM — International Business Machines Corp
CIK 1737109
WALTHAM, MA
Position in IBM
as of Jun 30, 2026
· filed Sep 9, 2026
Position Value
$20,384,069
+$3,796,837 QoQ
Shares Held
72,487
+5.9% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#392
of 3,634 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, 2026Integrated Wealth Concepts LLC holds $29,751,342 across 18 Information Technology Services names. IBM ranks #1 (68.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
This page
|
72,487 | $20,384,069 | |
| 2 | ACN |
Accenture plc
|
14,405 | $1,792,558 | |
| 3 | CACI |
Caci International Inc /De/
|
2,563 | $1,187,335 | |
| 4 | IT |
Gartner Inc
|
8,728 | $1,131,323 | |
| 5 | BR |
Broadridge Financial Solutions, Inc.
|
6,129 | $839,366 | |
| 6 | UIS |
Unisys Corp
|
202,870 | $742,504 | |
| 7 | FIS |
Fidelity National Information Services, Inc.
|
15,089 | $586,660 | |
| 8 | LDOS |
Leidos Holdings, Inc.
|
4,074 | $419,499 |
All Filings in IBM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $20,384,069 | 72,487 | Shares | Other | 2026-09-09 | |
| 2026-03-31 | $16,587,232 | 68,432 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $8,781,441 | 29,646 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $14,970,845 | 53,058 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $15,209,763 | 51,597 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $12,271,619 | 49,351 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $10,788,377 | 49,076 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $9,960,759 | 45,055 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $7,779,291 | 44,980 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $7,811,982 | 40,909 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $6,481,813 | 39,632 | Shares | Other | 2024-02-13 | |
| 2023-09-30 | $6,306,485 | 44,950 | Shares | Other | 2023-11-15 | |
| 2023-06-30 | $5,916,542 | 44,216 | Shares | Other | 2023-08-15 | |
| 2023-03-31 | $5,576,306 | 42,538 | Shares | Other | 2023-05-03 | |
| 2022-12-31 | $2,874,015 | 20,399 | Shares | Other | 2023-02-13 | |
| 2022-09-30 | $1,854,861 | 15,612 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $2,165,007 | 15,334 | Shares | Other | 2022-08-08 | |
| 2022-03-31 | $1,696,891 | 13,051 | Shares | Other | 2022-05-12 | |
| 2021-12-31 | $1,609,934 | 12,045 | Shares | Other | 2022-02-15 | |
| 2021-09-30 | $2,171,059 | 15,627 | Shares | Other | 2021-11-15 | |
| 2021-06-30 | $1,230,329 | 8,393 | Shares | Other | 2021-08-13 | |
| 2021-03-31 | $1,025,302 | 7,694 | Shares | Other | 2021-05-13 | |
| 2020-12-31 | $1,059,154 | 8,414 | Shares | Other | 2021-02-12 | |
| 2020-09-30 | $1,009,495 | 8,297 | Shares | Other | 2020-11-13 | |
| 2020-06-30 | $1,077,993 | 8,926 | Shares | Other | 2020-07-30 | |
| 2020-03-31 | $676,229 | 6,096 | Shares | Other | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||