KFG WEALTH MANAGEMENT, LLC

Position in IBM — International Business Machines Corp

CIK 1919344 GRANGER, IN

Position in IBM

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$1,109,654

+$141,306 QoQ

Shares Held

3,946

-1.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

1.47%

of 13F equity value

Holder Rank

#1,815

of 3,616 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

KFG WEALTH MANAGEMENT, LLC holds $1,109,654 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	3,946	$1,109,654

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,109,654	3,946	-1.2%	Shares	Sole	2026-07-22
2026-03-31	$968,348	3,995	+21.8%	Shares	Sole	2026-04-20
2025-12-31	$971,865	3,281	+275.0%	Shares	Sole	2026-01-21
2025-09-30	$246,890	875	-10.3%	Shares	Sole	2025-10-07
2025-06-30	$287,705	976	-19.1%	Shares	Sole	2025-07-14
2025-03-31	$299,883	1,206	-7.6%	Shares	Sole	2025-04-11
2024-12-31	$286,878	1,305	-1.3%	Shares	Sole	2025-01-21
2024-09-30	$292,267	1,322	-47.8%	Shares	Sole	2024-10-15
2024-06-30	$438,082	2,533	+0.8%	Shares	Sole	2024-07-19
2024-03-31	$479,882	2,513	-0.0%	Shares	Sole	2024-04-19
2023-12-31	$411,164	2,514	-1.5%	Shares	Sole	2024-01-31
2023-09-30	$358,185	2,553	-6.7%	Shares	Sole	2023-10-17
2023-06-30	$365,970	2,735	0.0%	Shares	Sole	2023-07-18
2023-03-31	$358,531	2,735	-22.8%	Shares	Sole	2023-04-14
2022-12-31	$499,173	3,543	—	Shares	Sole	2023-01-18
No filing history on record for this holder in this stock.