JOURNEY STRATEGIC WEALTH LLC
Position in IBM — International Business Machines Corp
CIK 1909316
SUMMIT, NJ
Position in IBM
as of Mar 31, 2026
· filed Apr 15, 2026
Position Value
$4,391,617
-$1,290,277 QoQ
Shares Held
18,118
-5.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 0%
Shared 82%
None 18%
Common Shares in IBM Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Mar 31, 2026JOURNEY STRATEGIC WEALTH LLC holds $7,799,614 across 10 Information Technology Services names. IBM ranks #1 (56.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
This page
|
18,118 | $4,391,617 | |
| 2 | ACN |
Accenture plc
|
5,691 | $1,128,464 | |
| 3 | FIS |
Fidelity National Information Services, Inc.
|
16,028 | $751,870 | |
| 4 | CACI |
Caci International Inc /De/
|
581 | $315,987 | |
| 5 | APLD |
Applied Digital Corp.
|
11,891 | $282,292 | |
| 6 | JKHY |
Jack Henry & Associates Inc
|
1,570 | $248,120 | |
| 7 | BR |
Broadridge Financial Solutions, Inc.
|
1,372 | $222,918 | |
| 8 | LDOS |
Leidos Holdings, Inc.
|
1,427 | $221,924 |
All Filings in IBM
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,391,617 | 18,118 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $5,681,894 | 19,182 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $5,223,905 | 18,514 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $5,494,990 | 18,641 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $3,896,748 | 15,671 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $2,173,896 | 9,889 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $1,530,313 | 6,922 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $935,485 | 5,409 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $730,039 | 3,823 | Shares | Other | 2024-05-13 | |
| 2023-12-31 | $387,449 | 2,369 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $344,997 | 2,459 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $319,805 | 2,390 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $591,609 | 4,513 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $639,075 | 4,536 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $485,218 | 4,084 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $277,579 | 1,966 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $462,221 | 3,555 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $445,622 | 3,334 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||