Robertson Stephens Wealth Management, LLC

Position in IBM — International Business Machines Corp

CIK 1767307 San Francisco, CA

Back to IBM Full portfolio

Position in IBM

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$2,770,199

+$427,500 QoQ

Shares Held

9,851

+1.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.23%

of 13F equity value

Holder Rank

#1,176

of 3,616 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 3% Shared 0% None 97%

Common Shares in IBM Over Time

Shares Held

Position Value (USD)

Position in Information Technology Services

Technology · as of Jun 30, 2026

Robertson Stephens Wealth Management, LLC holds $3,851,181 across 4 Information Technology Services names. IBM ranks #1 (71.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	IBM	International Business Machines Corp This page	9,851	$2,770,199
2	ACN	Accenture plc	4,438	$552,264
3	IT	Gartner Inc	3,009	$390,026
4	TTEC	TTEC Holdings, Inc.	71,491	$138,692

All Filings in IBM

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25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,770,199	9,851	+1.9%	Shares	Sole	2026-07-29
2026-03-31	$2,342,699	9,665	+1.2%	Shares	Sole	2026-04-28
2025-12-31	$2,827,620	9,546	-28.1%	Shares	Sole	2026-02-02
2025-09-30	$3,745,956	13,276	-4.6%	Shares	Sole	2025-11-12
2025-06-30	$4,101,568	13,914	+1.8%	Shares	Sole	2025-07-24
2025-03-31	$3,397,192	13,662	-2.7%	Shares	Sole	2025-04-17
2024-12-31	$3,085,973	14,038	-1.4%	Shares	Sole	2025-01-27
2024-09-30	$3,146,189	14,231	+8.5%	Shares	Sole	2024-11-12
2024-06-30	$2,268,758	13,118	-9.5%	Shares	Sole	2024-08-13
2024-03-31	$2,768,920	14,500	+10.2%	Shares	Sole	2024-05-15
2023-12-31	$2,151,009	13,152	+5.2%	Shares	Sole	2024-02-06
2023-09-30	$1,753,890	12,501	+2.5%	Shares	Sole	2023-11-13
2023-06-30	$1,632,214	12,198	-5.1%	Shares	Sole	2023-08-11
2023-03-31	$1,684,899	12,853	+3.4%	Shares	Sole	2023-05-11
2022-12-31	$1,751,685	12,433	+1.9%	Shares	Sole	2023-02-14
2022-09-30	$1,449,125	12,197	-2.2%	Shares	Sole	2022-11-14
2022-06-30	$1,760,780	12,471	+21.1%	Shares	Sole	2022-08-12
2022-03-31	$1,338,425	10,294	+6.5%	Shares	Sole	2022-05-16
2021-12-31	$1,292,224	9,668	+4.2%	Shares	Sole	2022-02-14
2021-09-30	$1,288,853	9,277	-13.9%	Shares	Sole	2021-11-10
2021-06-30	$1,579,800	10,777	+15.1%	Shares	Sole	2021-08-17
2021-03-31	$1,247,313	9,360	+5.1%	Shares	Sole	2021-05-07
2020-12-31	$1,121,465	8,909	+5.9%	Shares	Sole	2021-02-10
2020-09-30	$1,023,122	8,409	+126.5%	Shares	Sole	2020-11-10
2020-03-31	$411,882	3,713	—	Shares	Sole	2020-05-01
No filing history on record for this holder in this stock.