U.S. Capital Wealth Advisors, LLC
Position in IBM — International Business Machines Corp
CIK 1808915
AUSTIN, TX
Position in IBM
as of Mar 31, 2026
· filed Apr 7, 2026
Position Value
$4,426,283
-$11,230,192 QoQ
Shares Held
18,261
-65.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2021
19 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 Mar 31, 2026U.S. Capital Wealth Advisors, LLC holds $8,241,317 across 6 Information Technology Services names. IBM ranks #1 (53.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
This page
|
18,261 | $4,426,283 | |
| 2 | ACN |
Accenture plc
|
13,585 | $2,693,769 | |
| 3 | CTSH |
Cognizant Technology Solutions Corp
|
5,741 | $352,210 | |
| 4 | BR |
Broadridge Financial Solutions, Inc.
|
1,835 | $298,150 | |
| 5 | DXC |
DXC Technology Co
|
20,331 | $255,560 | |
| 6 | INOD |
Innodata Inc
|
5,576 | $215,345 |
All Filings in IBM
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,426,283 | 18,261 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $15,656,475 | 52,856 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $15,628,278 | 55,388 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $13,381,538 | 45,395 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $6,313,477 | 25,390 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $16,901,849 | 76,886 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $16,591,832 | 75,049 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $12,983,183 | 75,069 | Shares | Sole | 2024-07-11 | |
| 2024-03-31 | $13,793,995 | 72,235 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $12,376,973 | 75,677 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $17,715,540 | 126,269 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $16,793,690 | 125,504 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $19,215,827 | 146,585 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $20,240,961 | 143,665 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $21,161,486 | 178,112 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $25,067,437 | 177,544 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $19,904,891 | 153,091 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $16,578,117 | 124,032 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $16,235,641 | 116,862 | Shares | Sole | 2021-11-01 | |
| No filing history on record for this holder in this stock. | ||||||