WADDELL & ASSOCIATES, LLC
Position in IBM — International Business Machines Corp
CIK 1776757
MEMPHIS, TN
Position in IBM
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$2,001,652
+$675,779 QoQ
Shares Held
7,118
+30.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#1,386
of 3,616 holders
Holding Since
Jun 2021
21 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, 2026WADDELL & ASSOCIATES, LLC holds $2,941,614 across 4 Information Technology Services names. IBM ranks #1 (68.0% of the industry book) .
All Filings in IBM
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,001,652 | 7,118 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $1,325,873 | 5,470 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $1,279,034 | 4,318 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,228,806 | 4,355 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,217,736 | 4,131 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,019,257 | 4,099 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $980,661 | 4,461 | Shares | Sole | 2025-05-14 | |
| 2024-09-30 | $986,237 | 4,461 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $718,088 | 4,152 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $790,574 | 4,140 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $634,410 | 3,879 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $841,659 | 5,999 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $749,202 | 5,599 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $1,059,731 | 8,084 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $1,153,043 | 8,184 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $987,786 | 8,314 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $1,239,789 | 8,781 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $1,116,351 | 8,586 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $1,174,203 | 8,785 | Shares | Sole | 2022-02-01 | |
| 2021-09-30 | $1,294,827 | 9,320 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $835,416 | 5,699 | Shares | Sole | 2021-08-16 | |
| No filing history on record for this holder in this stock. | ||||||