Private Wealth Asset Management, LLC
Position in IBM — International Business Machines Corp
CIK 1883006
OMAHA, NE
Position in IBM
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$8,565,094
+$1,344,539 QoQ
Shares Held
30,458
+2.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
2.12%
of 13F equity value
Holder Rank
#644
of 3,616 holders
Holding Since
Mar 2025
6 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, 2026Private Wealth Asset Management, LLC holds $11,538,663 across 13 Information Technology Services names. IBM ranks #1 (74.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
This page
|
30,458 | $8,565,094 | |
| 2 | ACN |
Accenture plc
|
19,572 | $2,435,539 | |
| 3 | APLD |
Applied Digital Corp.
|
5,000 | $186,500 | |
| 4 | BR |
Broadridge Financial Solutions, Inc.
|
1,269 | $173,789 | |
| 5 | KD |
Kyndryl Holdings, Inc.
|
5,578 | $63,087 | |
| 6 | INOD |
Innodata Inc
|
500 | $37,790 | |
| 7 | CDW |
CDW Corp
|
156 | $21,939 | |
| 8 | JKHY |
Jack Henry & Associates Inc
|
131 | $18,043 |
All Filings in IBM
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,565,094 | 30,458 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $7,220,555 | 29,789 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $8,796,252 | 29,696 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $8,283,088 | 29,356 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $8,606,396 | 29,196 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $7,232,773 | 29,087 | Shares | Sole | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||