Position in IBM
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$1,517,690
+$237,144 QoQ
Shares Held
5,397
+2.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.41%
of 13F equity value
Holder Rank
#1,578
of 3,616 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in IBM Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026Bison Wealth, LLC holds $2,267,793 across 2 Information Technology Services names. IBM ranks #1 (66.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
This page
|
5,397 | $1,517,690 | |
| 2 | APLD |
Applied Digital Corp.
|
20,110 | $750,103 |
All Filings in IBM
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,517,690 | 5,397 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $1,280,546 | 5,283 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,617,306 | 5,460 | Shares | Sole | 2026-03-24 | |
| 2025-09-30 | $1,668,129 | 5,912 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,708,839 | 5,797 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $765,624 | 3,079 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $271,490 | 1,235 | Shares | Sole | 2025-02-25 | |
| No filing history on record for this holder in this stock. | ||||||