LAKE STREET PRIVATE WEALTH, LLC
Position in IBM — International Business Machines Corp
CIK 1772031
CHICAGO, IL
Position in IBM
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,924,882
+$273,722 QoQ
Shares Held
6,845
+0.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.40%
of 13F equity value
Holder Rank
#1,417
of 3,626 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, 2026LAKE STREET PRIVATE WEALTH, LLC holds $2,192,323 across 2 Information Technology Services names. IBM ranks #1 (87.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
This page
|
6,845 | $1,924,882 | |
| 2 | APLD |
Applied Digital Corp.
|
7,170 | $267,441 |
All Filings in IBM
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,924,882 | 6,845 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $1,651,160 | 6,812 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $2,021,337 | 6,824 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $1,933,924 | 6,854 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $2,035,750 | 6,906 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,746,587 | 7,024 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $1,583,435 | 7,203 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $1,714,917 | 7,757 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $1,403,143 | 8,113 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $1,602,536 | 8,392 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $1,390,992 | 8,505 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $1,162,806 | 8,288 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $867,624 | 6,484 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $908,978 | 6,934 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $988,343 | 7,015 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $824,184 | 6,937 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $966,304 | 6,844 | Shares | Sole | 2022-07-12 | |
| 2022-03-31 | $917,421 | 7,056 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $869,859 | 6,508 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $886,790 | 6,383 | Shares | Sole | 2021-10-07 | |
| 2021-06-30 | $959,871 | 6,548 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $872,586 | 6,548 | Shares | Sole | 2021-04-16 | |
| 2020-12-31 | $923,078 | 7,333 | Shares | Sole | 2021-01-19 | |
| 2020-09-30 | $825,287 | 6,783 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $970,749 | 8,038 | Shares | Sole | 2020-07-14 | |
| 2020-03-31 | $903,857 | 8,148 | Shares | Sole | 2020-04-07 | |
| No filing history on record for this holder in this stock. | ||||||