Position in IBM
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$168,444
+$37,312 QoQ
Shares Held
599
+10.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#3,395
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)
Position in Information Technology Services
Technology · as of Jun 30, 2026Avion Wealth holds $215,825 across 18 Information Technology Services names. IBM ranks #1 (78.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
This page
|
599 | $168,444 | |
| 2 | ACN |
Accenture plc
|
66 | $8,213 | |
| 3 | BR |
Broadridge Financial Solutions, Inc.
|
59 | $8,080 | |
| 4 | FIS |
Fidelity National Information Services, Inc.
|
188 | $7,309 | |
| 5 | IT |
Gartner Inc
|
33 | $4,277 | |
| 6 | CTSH |
Cognizant Technology Solutions Corp
|
91 | $3,524 | |
| 7 | APLD |
Applied Digital Corp.
|
92 | $3,431 | |
| 8 | KEEL |
Keel Infrastructure Corp.
|
504 | $2,892 |
All Filings in IBM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $168,444 | 599 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $131,132 | 541 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $109,597 | 370 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $100,448 | 356 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $103,467 | 351 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $69 | 317 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $69,686 | 317 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $68,534 | 310 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $51,193 | 296 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $226,287 | 1,185 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $157,662 | 964 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $126,271 | 908 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $119,759 | 895 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $60,694 | 463 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $54 | 462 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $54,890 | 462 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $65,229 | 462 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $51,487 | 396 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $55,736 | 417 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $57,933 | 417 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $60,981 | 416 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $55,436 | 416 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $49,848 | 396 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $50,614 | 416 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $50,240 | 416 | Shares | Sole | 2020-07-29 | |
| 2020-03-31 | $46,146 | 416 | Shares | Sole | 2020-04-08 | |
| No filing history on record for this holder in this stock. | ||||||