Spire Wealth Management
Position in IBM — International Business Machines Corp
CIK 1858740
MCLEAN, VA
Position in IBM
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$3,402,359
+$392,845 QoQ
Shares Held
12,099
-2.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#1,054
of 3,616 holders
Holding Since
Mar 2021
22 quarters on record
Common Shares in IBM Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026Spire Wealth Management holds $4,472,708 across 20 Information Technology Services names. IBM ranks #1 (76.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
This page
|
12,099 | $3,402,359 | |
| 2 | BR |
Broadridge Financial Solutions, Inc.
|
1,876 | $256,918 | |
| 3 | CACI |
Caci International Inc /De/
|
362 | $167,700 | |
| 4 | LDOS |
Leidos Holdings, Inc.
|
1,489 | $153,322 | |
| 5 | APLD |
Applied Digital Corp.
|
3,442 | $128,386 | |
| 6 | ACN |
Accenture plc
|
880 | $109,507 | |
| 7 | SAIC |
Science Applications International Corp
|
830 | $91,640 | |
| 8 | JKHY |
Jack Henry & Associates Inc
|
401 | $55,233 |
All Filings in IBM
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,402,359 | 12,099 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $3,009,514 | 12,416 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $3,633,608 | 12,267 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $3,442,916 | 12,202 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $3,556,815 | 12,066 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $3,171,906 | 12,756 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $2,746,336 | 12,493 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $2,933,510 | 13,269 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $2,387,574 | 13,805 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $2,980,694 | 15,609 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $2,583,762 | 15,798 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $2,247,606 | 16,020 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $2,244,796 | 16,776 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $2,269,692 | 17,314 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $2,048,540 | 14,540 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $1,521,956 | 12,810 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $2,987,298 | 21,158 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $2,922,199 | 22,475 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $4,583,736 | 34,294 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $3,623,851 | 26,084 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $3,353,246 | 22,875 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $3,883,595 | 29,143 | Shares | Sole | 2021-05-21 | |
| No filing history on record for this holder in this stock. | ||||||