ELEVATION POINT WEALTH PARTNERS, LLC
Position in IBM — International Business Machines Corp
CIK 1744349
DENVER, CO
Position in IBM
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$12,836,674
+$2,826,695 QoQ
Shares Held
45,648
+10.5% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.41%
of 13F equity value
Holder Rank
#511
of 3,616 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, 2026ELEVATION POINT WEALTH PARTNERS, LLC holds $18,178,462 across 6 Information Technology Services names. IBM ranks #1 (70.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
This page
|
45,648 | $12,836,674 | |
| 2 | ACN |
Accenture plc
|
33,260 | $4,138,874 | |
| 3 | JKHY |
Jack Henry & Associates Inc
|
2,900 | $399,446 | |
| 4 | LDOS |
Leidos Holdings, Inc.
|
3,430 | $353,187 | |
| 5 | BR |
Broadridge Financial Solutions, Inc.
|
2,150 | $294,442 | |
| 6 | INFY |
Infosys Ltd
|
14,856 | $155,839 |
All Filings in IBM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,836,674 | 45,648 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $10,009,979 | 41,297 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $6,288,834 | 21,231 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $8,067,236 | 28,591 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $5,336,697 | 18,104 | Shares | Sole | 2026-02-03 | |
| 2025-03-31 | $4,952,561 | 19,917 | Shares | Sole | 2026-02-03 | |
| 2024-12-31 | $4,843,514 | 22,033 | Shares | Sole | 2026-02-03 | |
| 2024-09-30 | $4,598,464 | 20,800 | Shares | Sole | 2026-02-03 | |
| 2024-06-30 | $4,049,624 | 23,415 | Shares | Sole | 2026-02-03 | |
| 2024-03-31 | $4,574,446 | 23,955 | Shares | Sole | 2026-02-03 | |
| 2023-12-31 | $3,962,816 | 24,230 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $3,414,902 | 24,340 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $3,269,781 | 24,436 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $2,891,452 | 22,057 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $3,100,425 | 22,006 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $2,687,482 | 22,620 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $3,244,263 | 22,978 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $9,153,277 | 70,399 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $7,842,099 | 58,672 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $7,706,448 | 55,470 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $6,231,540 | 42,510 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $5,632,766 | 42,269 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $4,733,341 | 37,602 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $5,149,073 | 42,320 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $5,311,223 | 43,978 | Shares | Sole | 2020-07-09 | |
| 2020-03-31 | $5,889,161 | 53,089 | Shares | Sole | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||