High Note Wealth, LLC
Position in IBM — International Business Machines Corp
CIK 1807283
DEEPHAVEN, MN
Position in IBM
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$142,854
-$27,061 QoQ
Shares Held
508
-27.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#3,413
of 3,616 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in IBM Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026High Note Wealth, LLC holds $239,498 across 9 Information Technology Services names. IBM ranks #1 (59.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
This page
|
508 | $142,854 | |
| 2 | ACN |
Accenture plc
|
439 | $54,629 | |
| 3 | CTSH |
Cognizant Technology Solutions Corp
|
792 | $30,674 | |
| 4 | FIS |
Fidelity National Information Services, Inc.
|
109 | $4,237 | |
| 5 | IT |
Gartner Inc
|
14 | $1,814 | |
| 6 | G |
Genpact LTD
|
65 | $1,787 | |
| 7 | KD |
Kyndryl Holdings, Inc.
|
136 | $1,538 | |
| 8 | EXLS |
ExlService Holdings, Inc.
|
54 | $1,396 |
All Filings in IBM
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $142,854 | 508 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $169,915 | 701 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $229,266 | 774 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $209,080 | 741 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $218,726 | 742 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $184,754 | 743 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $163,333 | 743 | Shares | Sole | 2025-04-01 | |
| No filing history on record for this holder in this stock. | ||||||