Aberdeen Wealth Management LLC
Position in IBM — International Business Machines Corp
CIK 1802654
LAKE BLUFF, IL
Position in IBM
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$522,203
-$170,790 QoQ
Shares Held
1,857
-35.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.46%
of 13F equity value
Holder Rank
#2,474
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, 2026Aberdeen Wealth Management LLC holds $820,125 across 9 Information Technology Services names. IBM ranks #1 (63.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
This page
|
1,857 | $522,203 | |
| 2 | BR |
Broadridge Financial Solutions, Inc.
|
1,814 | $248,426 | |
| 3 | ACN |
Accenture plc
|
150 | $18,666 | |
| 4 | FIS |
Fidelity National Information Services, Inc.
|
292 | $11,352 | |
| 5 | IT |
Gartner Inc
|
49 | $6,351 | |
| 6 | CTSH |
Cognizant Technology Solutions Corp
|
160 | $6,196 | |
| 7 | KD |
Kyndryl Holdings, Inc.
|
360 | $4,067 | |
| 8 | APLD |
Applied Digital Corp.
|
50 | $1,865 |
All Filings in IBM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $522,203 | 1,857 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $692,993 | 2,859 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $846,864 | 2,859 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $806,695 | 2,859 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $842,776 | 2,859 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $710,918 | 2,859 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $628,493 | 2,859 | Shares | Sole | 2025-02-21 | |
| 2024-09-30 | $632,067 | 2,859 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $511,759 | 2,959 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $555,502 | 2,909 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $475,766 | 2,909 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $408,132 | 2,909 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $389,253 | 2,909 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $378,063 | 2,884 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $406,326 | 2,884 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $342,648 | 2,884 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $407,191 | 2,884 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $375,107 | 2,885 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $383,604 | 2,870 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $398,590 | 2,869 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $420,566 | 2,869 | Shares | Sole | 2021-07-23 | |
| 2021-03-31 | $382,322 | 2,869 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $361,149 | 2,869 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $355,154 | 2,919 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $415,207 | 3,438 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $323,804 | 2,919 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||