Western Wealth Management, LLC

Position in IBM — International Business Machines Corp

CIK 1767902 GOLDEN, CO

Position in IBM

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$3,225,478

+$507,560 QoQ

Shares Held

11,470

+2.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.22%

of 13F equity value

Holder Rank

#1,082

of 3,615 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Western Wealth Management, LLC holds $4,575,111 across 4 Information Technology Services names. IBM ranks #1 (70.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	IBM	International Business Machines Corp This page	11,470	$3,225,478
2	BR	Broadridge Financial Solutions, Inc.	5,251	$719,124
3	PSN	Parsons Corp	9,412	$493,094
4	KEEL	Keel Infrastructure Corp.	23,940	$137,415

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,225,478	11,470	+2.3%	Shares	Sole	2026-08-14
2026-03-31	$2,717,918	11,213	+43.7%	Shares	Sole	2026-05-19
2025-12-31	$2,311,622	7,804	+16.3%	Shares	Sole	2026-02-05
2025-09-30	$1,893,575	6,711	-7.2%	Shares	Sole	2025-11-06
2025-06-30	$2,131,848	7,232	+9.8%	Shares	Sole	2025-08-11
2025-03-31	$1,637,177	6,584	+8.0%	Shares	Sole	2025-04-23
2024-12-31	$1,340,303	6,097	-64.0%	Shares	Sole	2025-04-16
2024-09-30	$3,739,126	16,913	+223.6%	Shares	Sole	2024-11-12
2024-06-30	$904,009	5,227	0.0%	Shares	Sole	2024-07-19
2024-03-31	$998,147	5,227	-35.5%	Shares	Sole	2024-05-03
2023-12-31	$1,325,736	8,106	-9.2%	Shares	Sole	2024-01-31
2023-09-30	$1,252,037	8,924	+12.5%	Shares	Sole	2023-11-08
2023-06-30	$1,060,979	7,929	-3.4%	Shares	Sole	2023-08-30
2023-03-31	$1,075,593	8,205	+4.0%	Shares	Sole	2023-08-30
2022-12-31	$1,111,481	7,889	-38.1%	Shares	Sole	2023-02-03
2022-09-30	$1,513,401	12,738	+6.3%	Shares	Sole	2022-11-07
2022-06-30	$1,692,444	11,987	+32.1%	Shares	Sole	2022-07-18
2022-03-31	$1,180,191	9,077	+214.8%	Shares	Sole	2022-05-10
2021-12-31	$385,341	2,883	-19.5%	Shares	Sole	2022-02-14
2021-06-30	$525,085	3,582	+41.9%	Shares	Sole	2021-08-09
2021-03-31	$336,348	2,524	+24.6%	Shares	Sole	2021-05-14
2020-12-31	$255,032	2,026	-32.2%	Shares	Sole	2021-02-10
2020-09-30	$363,428	2,987	-0.4%	Shares	Sole	2020-10-27
2020-06-30	$362,189	2,999	+4.5%	Shares	Sole	2020-07-20
2020-03-31	$318,369	2,870	—	Shares	Sole	2020-04-27
No filing history on record for this holder in this stock.