Beaird Harris Wealth Management, LLC
Position in IBM — International Business Machines Corp
CIK 1908938
DALLAS, TX
Position in IBM
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$289,083
+$39,907 QoQ
Shares Held
1,028
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#3,009
of 3,616 holders
Holding Since
Dec 2021
19 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, 2026Beaird Harris Wealth Management, LLC holds $452,401 across 7 Information Technology Services names. IBM ranks #1 (63.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
This page
|
1,028 | $289,083 | |
| 2 | ACN |
Accenture plc
|
1,104 | $137,381 | |
| 3 | LDOS |
Leidos Holdings, Inc.
|
180 | $18,534 | |
| 4 | GLOB |
Globant S.A.
|
127 | $3,675 | |
| 5 | BBAI |
BigBear.ai Holdings, Inc.
|
800 | $2,936 | |
| 6 | KD |
Kyndryl Holdings, Inc.
|
56 | $633 | |
| 7 | DXC |
DXC Technology Co
|
18 | $159 |
All Filings in IBM
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $289,083 | 1,028 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $249,176 | 1,028 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $319,314 | 1,078 | Shares | Sole | 2026-02-23 | |
| 2025-09-30 | $304,168 | 1,078 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $316,888 | 1,075 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $262,087 | 1,054 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $264,675 | 1,204 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $207,151 | 937 | Shares | Sole | 2024-12-02 | |
| 2024-06-30 | $213,766 | 1,236 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $141,310 | 740 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $74,578 | 456 | Shares | Sole | 2024-02-27 | |
| 2023-09-30 | $65,660 | 468 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $65,700 | 491 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $66,331 | 506 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $73,262 | 520 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $60,117 | 506 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $61,417 | 435 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $402,151 | 3,093 | Shares | Sole | 2022-05-27 | |
| 2021-12-31 | $600,534 | 4,493 | Shares | Sole | 2022-05-17 | |
| No filing history on record for this holder in this stock. | ||||||