Marks Group Wealth Management, Inc
Position in IBM — International Business Machines Corp
CIK 1802473
MINNETONKA, MN
Position in IBM
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$3,085,154
+$538,121 QoQ
Shares Held
10,971
+4.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.47%
of 13F equity value
Holder Rank
#1,102
of 3,615 holders
Holding Since
Mar 2022
18 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in IBM Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026Marks Group Wealth Management, Inc holds $18,944,782 across 6 Information Technology Services names. IBM ranks #4 (16.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CACI |
Caci International Inc /De/
|
10,183 | $4,717,375 | |
| 2 | ACN |
Accenture plc
|
26,847 | $3,340,839 | |
| 3 | BR |
Broadridge Financial Solutions, Inc.
|
22,956 | $3,143,823 | |
| 4 | IBM |
International Business Machines Corp
This page
|
10,971 | $3,085,154 | |
| 5 | LDOS |
Leidos Holdings, Inc.
|
29,076 | $2,993,955 | |
| 6 | FIS |
Fidelity National Information Services, Inc.
|
42,789 | $1,663,636 |
All Filings in IBM
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,085,154 | 10,971 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $2,547,033 | 10,508 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $3,179,517 | 10,734 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $2,564,834 | 9,090 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $2,748,527 | 9,324 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $2,513,952 | 10,110 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $2,291,727 | 10,425 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $2,294,809 | 10,380 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $1,825,832 | 10,557 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $2,155,746 | 11,289 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $1,448,561 | 8,857 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $1,377,325 | 9,817 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $1,407,145 | 10,516 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $1,380,508 | 10,531 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $1,362,265 | 9,669 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $1,047,428 | 8,816 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,097,328 | 7,772 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $857,221 | 6,593 | Shares | Sole | 2022-05-10 | |
| No filing history on record for this holder in this stock. | ||||||