Global Wealth Strategies & Associates

Position in IBM — International Business Machines Corp

CIK 1912297 DENVER, CO

Position in IBM

as of Jun 30, 2026 · filed Jul 1, 2026 Compact

Position Value

$512,076

+$69,230 QoQ

Shares Held

1,842

+0.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.70%

of 13F equity value

Holder Rank

#2,492

of 3,616 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Global Wealth Strategies & Associates holds $512,076 across 1 Information Technology Services name. IBM ranks #1 (100.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	IBM	International Business Machines Corp This page	1,842	$512,076

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$512,076	1,842	+0.8%	Shares	Sole	2026-07-01
2026-03-31	$442,846	1,827	+5.8%	Shares	Sole	2026-04-03
2025-12-31	$511,554	1,727	+2.4%	Shares	Sole	2026-01-02
2025-09-30	$476,003	1,687	+35.5%	Shares	Sole	2025-10-02
2025-06-30	$367,001	1,245	-0.8%	Shares	Sole	2025-07-07
2025-03-31	$312,068	1,255	+0.8%	Shares	Sole	2025-04-02
2024-12-31	$273,688	1,245	+10.0%	Shares	Sole	2025-01-02
2024-09-30	$250,262	1,132	0.0%	Shares	Sole	2024-10-01
2024-06-30	$195,779	1,132	+6.8%	Shares	Sole	2024-07-02
2024-03-31	$202,417	1,060	0.0%	Shares	Sole	2024-04-01
2023-12-31	$173,363	1,060	+1.0%	Shares	Sole	2024-01-02
2023-09-30	$147,315	1,050	0.0%	Shares	Sole	2023-10-20
2023-06-30	$140,500	1,050	0.0%	Shares	Sole	2023-07-05
2023-03-31	$137,644	1,050	0.0%	Shares	Sole	2023-04-03
2022-12-31	$147,934	1,050	—	Shares	Sole	2023-01-17
No filing history on record for this holder in this stock.