JGP Wealth Management, LLC

Position in IBM — International Business Machines Corp

CIK 1748278 BEND, OR

Position in IBM

as of Jun 30, 2026 · filed Jul 7, 2026 Compact

Position Value

$530,362

+$103,998 QoQ

Shares Held

1,886

+7.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#2,461

of 3,616 holders

Holding Since

Sep 2020

17 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

JGP Wealth Management, LLC holds $2,169,605 across 2 Information Technology Services names. IBM ranks #2 (24.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	JKHY	Jack Henry & Associates Inc	11,901	$1,639,243
2	IBM	International Business Machines Corp This page	1,886	$530,362

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$530,362	1,886	+7.2%	Shares	Sole	2026-07-07
2026-03-31	$426,364	1,759	+0.8%	Shares	Sole	2026-04-08
2025-12-31	$516,886	1,745	+2.0%	Shares	Sole	2026-01-12
2025-09-30	$482,493	1,710	-1.6%	Shares	Sole	2025-10-15
2025-06-30	$512,327	1,738	+20.8%	Shares	Sole	2025-07-28
2025-03-31	$357,821	1,439	+1.4%	Shares	Sole	2025-04-09
2024-12-31	$311,938	1,419	+4.0%	Shares	Sole	2025-01-15
2024-09-30	$301,553	1,364	+2.9%	Shares	Sole	2024-10-09
2024-06-30	$229,158	1,325	-0.7%	Shares	Sole	2024-07-12
2024-03-31	$254,740	1,334	-73.9%	Shares	Sole	2024-04-24
2023-12-31	$835,904	5,111	+2.2%	Shares	Sole	2024-01-10
2023-09-30	$701,780	5,002	-15.2%	Shares	Sole	2023-10-19
2023-06-30	$789,479	5,900	0.0%	Shares	Sole	2023-08-10
2023-03-31	$773,431	5,900	+152.9%	Shares	Sole	2023-04-14
2022-12-31	$328,696	2,333	-0.3%	Shares	Sole	2023-02-10
2022-09-30	$278,015	2,340	+41.3%	Shares	Sole	2022-10-14
2020-09-30	$201,485	1,656	—	Shares	Sole	2020-10-13
No filing history on record for this holder in this stock.