WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC

Position in IBM — International Business Machines Corp

CIK 1812177 HIGHLAND PARK, IL

Back to IBM Full portfolio

Position in IBM

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$1,195,423

+$146,117 QoQ

Shares Held

4,251

-1.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.84%

of 13F equity value

Holder Rank

#1,765

of 3,616 holders

Holding Since

Mar 2020

25 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, 2026

WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC holds $7,329,216 across 4 Information Technology Services names. IBM ranks #3 (16.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	G	Genpact LTD	103,485	$2,845,837
2	CTSH	Cognizant Technology Solutions Corp	55,431	$2,146,842
3	IBM	International Business Machines Corp This page	4,251	$1,195,423
4	ACN	Accenture plc	9,170	$1,141,114

All Filings in IBM

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25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,195,423	4,251	-1.8%	Shares	Sole	2026-07-20
2026-03-31	$1,049,306	4,329	+0.5%	Shares	Sole	2026-04-30
2025-12-31	$1,276,072	4,308	-5.2%	Shares	Sole	2026-02-12
2025-09-30	$1,281,570	4,542	-0.8%	Shares	Sole	2025-11-12
2025-06-30	$1,349,797	4,579	+12.2%	Shares	Sole	2025-08-12
2025-03-31	$1,014,781	4,081	+0.4%	Shares	Sole	2025-05-08
2024-12-31	$893,169	4,063	+0.5%	Shares	Sole	2025-02-12
2024-09-30	$894,047	4,044	+5.5%	Shares	Sole	2024-11-14
2024-06-30	$663,090	3,834	+0.6%	Shares	Sole	2024-08-12
2024-03-31	$727,557	3,810	+0.3%	Shares	Sole	2024-05-14
2023-12-31	$621,490	3,800	+7.8%	Shares	Sole	2024-02-13
2023-09-30	$494,417	3,524	+0.7%	Shares	Sole	2023-11-14
2023-06-30	$468,335	3,500	+3.0%	Shares	Sole	2023-08-11
2023-03-31	$445,574	3,399	-3.3%	Shares	Sole	2023-05-12
2022-09-30	$417,735	3,516	+0.8%	Shares	Sole	2022-11-01
2022-06-30	$492,611	3,489	-2.4%	Shares	Sole	2022-08-09
2022-03-31	$464,951	3,576	-15.3%	Shares	Sole	2022-05-13
2021-12-31	$564,446	4,223	-21.6%	Shares	Sole	2022-02-10
2021-09-30	$748,693	5,389	-3.5%	Shares	Sole	2021-11-15
2021-06-30	$818,851	5,586	-3.8%	Shares	Sole	2021-08-16
2021-03-31	$773,973	5,808	-11.4%	Shares	Sole	2021-05-17
2020-12-31	$825,269	6,556	-24.1%	Shares	Sole	2021-02-19
2020-09-30	$1,050,377	8,633	+6.2%	Shares	Sole	2020-11-13
2020-06-30	$982,101	8,132	+2.8%	Shares	Sole	2020-08-18
2020-03-31	$877,788	7,913	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.