Position in IBM
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$4,359,626
-$470,966 QoQ
Shares Held
17,986
+10.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.81%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 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 Mar 31, 2026Leo Wealth, LLC holds $6,190,974 across 4 Information Technology Services names. IBM ranks #1 (70.4% of the industry book) .
All Filings in IBM
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,359,626 | 17,986 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $4,830,592 | 16,308 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $4,268,516 | 15,128 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $4,896,885 | 16,612 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $4,190,915 | 16,854 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $3,709,851 | 16,876 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $4,322,114 | 19,550 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $3,287,952 | 19,011 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $3,506,407 | 18,362 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $3,432,096 | 20,985 | Shares | Sole | 2024-03-14 | |
| No filing history on record for this holder in this stock. | ||||||