FWG Holdings, LLC
Position in IBM — International Business Machines Corp
CIK 1862067
WINTER PARK, FL
Position in IBM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,080,971
+$714,478 QoQ
Shares Held
3,844
+154.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.83%
of 13F equity value
Holder Rank
#1,834
of 3,616 holders
Holding Since
Jun 2021
21 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, 2026FWG Holdings, LLC holds $2,113,994 across 2 Information Technology Services names. IBM ranks #1 (51.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
This page
|
3,844 | $1,080,971 | |
| 2 | APLD |
Applied Digital Corp.
|
27,695 | $1,033,023 |
All Filings in IBM
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,080,971 | 3,844 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $366,493 | 1,512 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $1,069,021 | 3,609 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $1,018,315 | 3,609 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $1,027,897 | 3,487 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $833,011 | 3,350 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $375,249 | 1,707 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $377,383 | 1,707 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $295,225 | 1,707 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $325,968 | 1,707 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $279,179 | 1,707 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $239,492 | 1,707 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $228,413 | 1,707 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $223,770 | 1,707 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $241,626 | 1,715 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $202,808 | 1,707 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $239,740 | 1,698 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $219,733 | 1,690 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $224,682 | 1,681 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $232,429 | 1,673 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $244,072 | 1,665 | Shares | Sole | 2021-08-13 | |
| No filing history on record for this holder in this stock. | ||||||