Activest Wealth Management
Position in IBM — International Business Machines Corp
CIK 1883134
AVENTURA, FL
Position in IBM
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$34,588
-$67,700 QoQ
Shares Held
123
-70.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#3,479
of 3,554 holders
Holding Since
Mar 2021
18 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, 2026Activest Wealth Management holds $1,240,027 across 24 Information Technology Services names. IBM ranks #3 (2.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CIFR |
Cipher Digital Inc.
|
26,360 | $645,820 | |
| 2 | APLD |
Applied Digital Corp.
|
13,000 | $484,900 | |
| 3 | IBM |
International Business Machines Corp
This page
|
123 | $34,588 | |
| 4 | BR |
Broadridge Financial Solutions, Inc.
|
164 | $22,459 | |
| 5 | ACN |
Accenture plc
|
160 | $19,910 | |
| 6 | IT |
Gartner Inc
|
137 | $17,757 | |
| 7 | G |
Genpact LTD
|
192 | $5,280 | |
| 8 | KD |
Kyndryl Holdings, Inc.
|
275 | $3,110 |
All Filings in IBM
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $34,588 | 123 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $102,288 | 422 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $136,849 | 462 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $131,768 | 467 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $129,113 | 438 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $110,405 | 444 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $56,056 | 255 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $54,827 | 248 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $42,545 | 246 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $46,594 | 244 | Shares | Sole | 2024-04-24 | |
| 2023-09-30 | $0 | 0 | Shares | Sole | 2023-10-10 | |
| 2023-03-31 | $5,243 | 40 | Shares | Sole | 2023-04-18 | |
| 2022-06-30 | $5,506 | 39 | Shares | Sole | 2022-10-13 | |
| 2022-03-31 | $4,940 | 38 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $5,079 | 38 | Shares | Sole | 2022-01-13 | |
| 2021-09-30 | $416 | 3 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $79,744 | 544 | Shares | Sole | 2021-09-20 | |
| 2021-03-31 | $74,625 | 560 | Shares | Sole | 2021-09-20 | |
| No filing history on record for this holder in this stock. | ||||||