Kingsview Wealth Management, LLC

Position in IBM — International Business Machines Corp

CIK 1791965 GRANTS PASS, OR

Back to IBM Full portfolio

Position in IBM

as of Jun 30, 2026 · filed Aug 19, 2026 Compact

Position Value

$10,542,562

+$1,872,757 QoQ

Shares Held

37,490

+4.8% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.30%

of 13F equity value

Holder Rank

#563

of 3,616 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)

Derivatives in IBM

reported options exposure · as of Dec 31, 2021

CallValue

$13,366

CallShares

100

PutValue

PutShares

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Information Technology Services

Technology · as of Jun 30, 2026

Kingsview Wealth Management, LLC holds $26,382,722 across 5 Information Technology Services names. IBM ranks #1 (40.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	IBM	International Business Machines Corp This page	37,490	$10,542,562
2	ACN	Accenture plc	34,817	$4,332,627
3	G	Genpact LTD	146,135	$4,018,712
4	LDOS	Leidos Holdings, Inc.	37,597	$3,871,362
5	CTSH	Cognizant Technology Solutions Corp	93,402	$3,617,459

All Filings in IBM

Export CSV

35 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$10,542,562	37,490	+4.8%	Shares	Sole	2026-08-19
2026-03-31	$8,669,805	35,768	-6.5%	Shares	Sole	2026-05-12
2025-12-31	$11,327,366	38,241	-82.3%	Shares	Sole	2026-02-09
2025-09-30	$60,798,708	215,476	+611.1%	Shares	Defined	2025-11-12
2025-06-30	$8,932,423	30,302	-47.1%	Shares	Sole	2025-08-08
2025-03-31	$14,246,974	57,295	+102.6%	Shares	Sole	2025-05-02
2024-12-31	$6,216,352	28,278	+13.2%	Shares	Sole	2025-01-28
2024-09-30	$5,525,010	24,991	+10.1%	Shares	Sole	2024-11-12
2024-06-30	$3,924,754	22,693	-8.5%	Shares	Sole	2024-08-14
2024-03-31	$4,735,426	24,798	+9.3%	Shares	Sole	2024-05-09
2023-12-31	$3,710,458	22,687	+0.6%	Shares	Sole	2024-02-08
2023-09-30	$3,164,326	22,554	+2.6%	Shares	Sole	2023-11-07
2023-06-30	$2,942,481	21,990	+0.7%	Shares	Sole	2023-08-10
2023-03-31	$2,863,267	21,842	+1.6%	Shares	Sole	2023-05-15
2022-12-31	$3,028,007	21,492	+1.8%	Shares	Sole	2023-02-13
2022-09-30	$2,508,673	21,115	-6.8%	Shares	Sole	2022-11-15
2022-06-30	$3,197,671	22,648	+14.0%	Shares	Sole	2022-08-16
2022-03-31	$2,583,237	19,868	+10.1%	Shares	Sole	2024-02-08
2021-12-31	$2,412,696	18,051	-8.2%	Shares	Sole	2022-02-17
2021-12-31	$13,366	100	0.0%	Call	Sole	2022-02-17
2021-09-30	$2,731,225	19,659	+62.3%	Shares	Sole	2021-12-03
2021-09-30	$13,893	100	0.0%	Call	Sole	2021-12-03
2021-06-30	$1,775,204	12,110	+6.6%	Shares	Sole	2021-08-17
2021-06-30	$14,658	100	0.0%	Call	Sole	2021-08-17
2021-03-31	$1,513,700	11,359	+10.5%	Shares	Sole	2021-05-24
2021-03-31	$13,325	100	0.0%	Call	Sole	2021-05-24
2020-12-31	$1,293,920	10,279	+13.7%	Shares	Sole	2021-02-16
2020-12-31	$12,588	100	0.0%	Call	Sole	2021-02-16
2020-09-30	$12,166	100	-80.0%	Call	Sole	2020-11-19
2020-09-30	$1,100,383	9,044	+7.6%	Shares	Sole	2020-11-19
2020-09-30	$12,166	100	—	Put	Sole	2020-11-19
2020-06-30	$1,015,313	8,407	-32.2%	Shares	Sole	2020-08-14
2020-06-30	$13,077	500	-16.7%	Call	Sole	2020-08-14
2020-03-31	$15,092	600	—	Call	Sole	2020-05-11
2020-03-31	$1,375,864	12,403	—	Shares	Sole	2020-05-11
No filing history on record for this holder in this stock.