Horizon Wealth Management, LLC

Position in IBM — International Business Machines Corp

CIK 1815123 LA GRANGE, IL

Position in IBM

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$771,077

+$109,353 QoQ

Shares Held

2,742

+0.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.46%

of 13F equity value

Holder Rank

#2,135

of 3,616 holders

Holding Since

Dec 2021

18 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Horizon Wealth Management, LLC holds $785,738 across 2 Information Technology Services names. IBM ranks #1 (98.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	IBM	International Business Machines Corp This page	2,742	$771,077
2	CNDT	CONDUENT Inc	10,042	$14,661

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$771,077	2,742	+0.4%	Shares	Sole	2026-08-06
2026-03-31	$661,724	2,730	+1.0%	Shares	Sole	2026-04-24
2025-12-31	$800,951	2,704	+0.4%	Shares	Sole	2026-02-04
2025-09-30	$759,856	2,693	+3.5%	Shares	Sole	2025-11-06
2025-06-30	$767,017	2,602	-5.4%	Shares	Sole	2025-08-04
2025-03-31	$683,815	2,750	+8.9%	Shares	Sole	2025-04-11
2024-12-31	$555,290	2,526	+9.4%	Shares	Sole	2025-01-13
2024-09-30	$510,473	2,309	+5.1%	Shares	Sole	2024-10-16
2024-06-30	$379,971	2,197	-18.9%	Shares	Sole	2024-07-22
2024-03-31	$517,501	2,710	+55.5%	Shares	Sole	2024-04-18
2023-12-31	$285,067	1,743	-11.3%	Shares	Sole	2024-01-22
2023-09-30	$275,689	1,965	+5.4%	Shares	Sole	2023-10-25
2023-06-30	$249,555	1,865	+1.1%	Shares	Sole	2023-07-31
2023-03-31	$241,729	1,844	-4.0%	Shares	Sole	2023-05-11
2022-12-31	$270,649	1,921	+0.3%	Shares	Sole	2023-02-09
2022-06-30	$270,378	1,915	+0.7%	Shares	Sole	2022-08-02
2022-03-31	$247,298	1,902	+0.7%	Shares	Sole	2022-05-12
2021-12-31	$252,350	1,888	—	Shares	Sole	2022-02-14
No filing history on record for this holder in this stock.