AXXCESS WEALTH MANAGEMENT, LLC
Position in IBM — International Business Machines Corp
CIK 1911056
CARLSBAD, CA
Position in IBM
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$14,681,974
+$3,942,158 QoQ
Shares Held
52,210
+17.8% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.68%
of 13F equity value
Holder Rank
#476
of 3,616 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 19%
Shared 0%
None 81%
Common Shares in IBM Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026AXXCESS WEALTH MANAGEMENT, LLC holds $20,907,253 across 6 Information Technology Services names. IBM ranks #1 (70.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
This page
|
52,210 | $14,681,974 | |
| 2 | ACN |
Accenture plc
|
40,401 | $5,027,500 | |
| 3 | BR |
Broadridge Financial Solutions, Inc.
|
2,748 | $376,338 | |
| 4 | APLD |
Applied Digital Corp.
|
8,188 | $305,412 | |
| 5 | JKHY |
Jack Henry & Associates Inc
|
1,950 | $268,593 | |
| 6 | LDOS |
Leidos Holdings, Inc.
|
2,403 | $247,436 |
All Filings in IBM
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,681,974 | 52,210 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $10,739,816 | 44,308 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $13,968,967 | 47,159 | Shares | Sole | 2026-02-19 | |
| 2025-09-30 | $11,952,015 | 42,359 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $12,572,072 | 42,649 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $5,254,434 | 21,131 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $4,172,593 | 18,981 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $3,905,599 | 17,666 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $2,760,454 | 15,961 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $3,088,587 | 16,174 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $2,511,637 | 15,357 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $1,941,752 | 13,840 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,294,611 | 9,675 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $973,474 | 7,426 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $885,352 | 6,284 | Shares | Sole | 2023-02-16 | |
| 2022-09-30 | $772,146 | 6,499 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $814,666 | 5,770 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $720,310 | 5,540 | Shares | Sole | 2022-08-11 | |
| 2021-12-31 | $255,825 | 1,914 | Shares | Sole | 2022-08-11 | |
| No filing history on record for this holder in this stock. | ||||||