Aaron Wealth Advisors LLC
Position in IBM — International Business Machines Corp
CIK 1812198
Chicago, IL
Position in IBM
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$3,252,474
+$445,841 QoQ
Shares Held
11,566
-0.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#398
of 1,707 holders
Holding Since
Dec 2020
23 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, 2026Aaron Wealth Advisors LLC holds $7,127,230 across 9 Information Technology Services names. IBM ranks #1 (45.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
This page
|
11,566 | $3,252,474 | |
| 2 | ACN |
Accenture plc
|
9,684 | $1,205,076 | |
| 3 | GIB |
Cgi Inc
|
7,530 | $486,212 | |
| 4 | G |
Genpact LTD
|
16,924 | $465,410 | |
| 5 | EPAM |
EPAM Systems, Inc.
|
5,388 | $427,537 | |
| 6 | INFY |
Infosys Ltd
|
35,367 | $370,999 | |
| 7 | CDW |
CDW Corp
|
2,391 | $336,270 | |
| 8 | JKHY |
Jack Henry & Associates Inc
|
2,224 | $306,333 |
All Filings in IBM
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,252,474 | 11,566 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $2,806,633 | 11,579 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $2,995,275 | 10,112 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $2,052,431 | 7,274 | Shares | Sole | 2025-10-03 | |
| 2025-06-30 | $2,450,211 | 8,312 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $2,163,342 | 8,700 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $1,850,968 | 8,420 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $1,728,845 | 7,820 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $1,314,074 | 7,598 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $1,518,132 | 7,950 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $1,996,618 | 12,208 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $43,188,128 | 307,827 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $22,070,755 | 164,941 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $17,034,096 | 129,942 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $20,815,370 | 147,742 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $17,240,519 | 145,110 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $3,736,028 | 26,461 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $436,542,930 | 3,357,506 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $3,422,631 | 25,607 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $3,416,845 | 24,594 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $3,647,745 | 24,884 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $3,206,501 | 24,062 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $4,113,381 | 32,677 | Shares | Sole | 2021-02-04 | |
| No filing history on record for this holder in this stock. | ||||||