WOLFF WIESE MAGANA LLC
Position in IBM — International Business Machines Corp
CIK 1832097
CARSLBAD, CA
Position in IBM
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$2,172,909
+$1,626,078 QoQ
Shares Held
7,727
+242.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.29%
of 13F equity value
Holder Rank
#1,336
of 3,615 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, 2026WOLFF WIESE MAGANA LLC holds $2,292,580 across 10 Information Technology Services names. IBM ranks #1 (94.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
This page
|
7,727 | $2,172,909 | |
| 2 | CACI |
Caci International Inc /De/
|
199 | $92,188 | |
| 3 | BR |
Broadridge Financial Solutions, Inc.
|
100 | $13,695 | |
| 4 | DXC |
DXC Technology Co
|
591 | $5,230 | |
| 5 | JKHY |
Jack Henry & Associates Inc
|
25 | $3,443 | |
| 6 | CDW |
CDW Corp
|
15 | $2,109 | |
| 7 | IT |
Gartner Inc
|
10 | $1,296 | |
| 8 | PSN |
Parsons Corp
|
21 | $1,100 |
All Filings in IBM
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,172,909 | 7,727 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $546,831 | 2,256 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $669,730 | 2,261 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $637,963 | 2,261 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $666,497 | 2,261 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $113,388 | 456 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $102,440 | 466 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $103,023 | 466 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $38,394 | 222 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $30,935 | 162 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $26,495 | 162 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $22,027 | 157 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $21,008 | 157 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $14,682 | 112 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $2,536 | 18 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $2,732 | 23 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $5,788 | 41 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $4,680 | 36 | Shares | Defined | 2022-05-09 | |
| 2021-12-31 | $4,811 | 36 | Shares | Defined | 2022-01-18 | |
| 2021-09-30 | $5,001 | 36 | Shares | Defined | 2021-11-01 | |
| 2021-06-30 | $6,302 | 43 | Shares | Defined | 2021-07-15 | |
| 2021-03-31 | $1,066 | 8 | Shares | Sole | 2021-04-15 | |
| 2020-12-31 | $114,047 | 906 | Shares | Sole | 2021-01-27 | |
| No filing history on record for this holder in this stock. | ||||||