HB Wealth Management, LLC
Position in IBM — International Business Machines Corp
CIK 1911253
Atlanta, GA
Position in IBM
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$28,289,726
+$5,503,612 QoQ
Shares Held
100,600
+7.0% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.48%
of 13F equity value
Holder Rank
#333
of 3,616 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in IBM Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026HB Wealth Management, LLC holds $50,834,656 across 17 Information Technology Services names. IBM ranks #1 (55.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
This page
|
100,600 | $28,289,726 | |
| 2 | ACN |
Accenture plc
|
116,817 | $14,536,707 | |
| 3 | SAIC |
Science Applications International Corp
|
18,974 | $2,094,919 | |
| 4 | FIS |
Fidelity National Information Services, Inc.
|
27,901 | $1,084,790 | |
| 5 | CDW |
CDW Corp
|
6,896 | $969,853 | |
| 6 | LDOS |
Leidos Holdings, Inc.
|
7,944 | $817,993 | |
| 7 | BR |
Broadridge Financial Solutions, Inc.
|
5,714 | $782,532 | |
| 8 | IT |
Gartner Inc
|
5,837 | $756,591 |
All Filings in IBM
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $28,289,726 | 100,600 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $22,786,114 | 94,006 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $25,681,999 | 86,702 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $23,304,440 | 82,593 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $21,156,360 | 71,770 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $19,227,137 | 77,323 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $15,360,181 | 69,873 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $15,067,486 | 68,154 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $11,986,299 | 69,305 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $12,746,770 | 66,751 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $10,644,978 | 65,087 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $9,711,846 | 69,222 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $8,170,304 | 61,059 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $7,722,905 | 58,913 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $8,216,000 | 58,315 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $6,441,640 | 54,218 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $6,821,453 | 48,314 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $5,907,718 | 45,437 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $4,369,746 | 32,693 | Shares | Sole | 2022-02-15 | |
| No filing history on record for this holder in this stock. | ||||||