Aprio Wealth Management, LLC
Position in IBM — International Business Machines Corp
CIK 1803519
ATLANTA, GA
Position in IBM
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$1,711,725
+$356,038 QoQ
Shares Held
6,087
+8.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
#1,494
of 3,616 holders
Holding Since
Dec 2023
11 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, 2026Aprio Wealth Management, LLC holds $3,281,132 across 5 Information Technology Services names. IBM ranks #1 (52.2% of the industry book) .
All Filings in IBM
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,711,725 | 6,087 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $1,355,687 | 5,593 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $1,417,957 | 4,787 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $917,302 | 3,251 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $828,037 | 2,809 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $547,797 | 2,203 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $350,628 | 1,595 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $330,293 | 1,494 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $274,644 | 1,588 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $258,559 | 1,354 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $208,853 | 1,277 | Shares | Sole | 2024-01-17 | |
| No filing history on record for this holder in this stock. | ||||||