Tradition Wealth Management, LLC
Position in IBM — International Business Machines Corp
CIK 1843010
EDINA, MN
Position in IBM
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,800,025
+$181,830 QoQ
Shares Held
6,401
-4.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
#1,468
of 3,616 holders
Holding Since
Dec 2020
23 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, 2026Tradition Wealth Management, LLC holds $3,539,189 across 3 Information Technology Services names. IBM ranks #1 (50.9% of the industry book) .
All Filings in IBM
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,800,025 | 6,401 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $1,618,195 | 6,676 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,327,321 | 7,857 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $2,251,354 | 7,979 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $2,326,993 | 7,894 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,716,251 | 6,902 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,418,782 | 6,454 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,544,685 | 6,987 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,140,086 | 6,592 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $1,350,660 | 7,073 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $728,615 | 4,455 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $622,511 | 4,437 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $651,253 | 4,867 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $617,302 | 4,709 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $674,017 | 4,784 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $580,980 | 4,890 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $686,324 | 4,861 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $616,944 | 4,745 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $677,522 | 5,069 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $685,619 | 4,935 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $670,356 | 4,573 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $516,782 | 3,878 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $629,022 | 4,997 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||