Accurate Wealth Management, LLC
Position in IBM — International Business Machines Corp
CIK 1877728
WESLEY CHAPEL, FL
Position in IBM
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$2,670,370
+$632,355 QoQ
Shares Held
9,496
+12.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.43%
of 13F equity value
Holder Rank
#1,199
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, 2026Accurate Wealth Management, LLC holds $3,207,221 across 3 Information Technology Services names. IBM ranks #1 (83.3% of the industry book) .
All Filings in IBM
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,670,370 | 9,496 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $2,038,015 | 8,408 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $2,327,618 | 7,858 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $2,133,411 | 7,561 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $1,961,171 | 6,653 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $1,434,022 | 5,767 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $1,134,322 | 5,160 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $1,116,232 | 5,049 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $839,499 | 4,854 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $975,041 | 5,106 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $865,833 | 5,294 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $699,956 | 4,989 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $718,425 | 5,369 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $756,651 | 5,772 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $796,028 | 5,650 | Shares | Sole | 2023-01-11 | |
| 2022-09-30 | $567,080 | 4,773 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $654,980 | 4,639 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $499,016 | 3,838 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $401,915 | 3,007 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $430,127 | 3,096 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $424,964 | 2,899 | Shares | Sole | 2021-08-25 | |
| No filing history on record for this holder in this stock. | ||||||