WT Wealth Management
Position in IBM — International Business Machines Corp
CIK 1780507
SCOTTSDALE, AZ
Position in IBM
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$291,052
+$67,084 QoQ
Shares Held
1,035
+12.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#3,011
of 3,626 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in IBM Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026WT Wealth Management holds $508,391 across 2 Information Technology Services names. IBM ranks #1 (57.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
This page
|
1,035 | $291,052 | |
| 2 | CIFR |
Cipher Digital Inc.
|
8,871 | $217,339 |
All Filings in IBM
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $291,052 | 1,035 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $223,968 | 924 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $267,181 | 902 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $271,720 | 963 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $264,417 | 897 | Shares | Sole | 2025-09-10 | |
| 2025-03-31 | $220,561 | 887 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $230,162 | 1,047 | Shares | Sole | 2025-02-05 | |
| No filing history on record for this holder in this stock. | ||||||