Smallwood Wealth Investment Management, LLC
Position in IBM — International Business Machines Corp
CIK 1921304
RED BANK, NJ
Position in IBM
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$1,639,735
+$226,359 QoQ
Shares Held
5,831
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
2.66%
of 13F equity value
Holder Rank
#1,525
of 3,616 holders
Holding Since
Dec 2021
19 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 Jun 30, 2026Smallwood Wealth Investment Management, LLC holds $2,085,947 across 5 Information Technology Services names. IBM ranks #1 (78.6% of the industry book) .
All Filings in IBM
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,639,735 | 5,831 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $1,413,376 | 5,831 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $1,727,200 | 5,831 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $1,645,274 | 5,831 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $1,718,862 | 5,831 | Shares | Sole | 2025-10-03 | |
| 2025-03-31 | $1,449,936 | 5,831 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $1,281,828 | 5,831 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $1,289,117 | 5,831 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $1,008,471 | 5,831 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $1,113,487 | 5,831 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $945,482 | 5,781 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $811,074 | 5,781 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $773,555 | 5,781 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $463,009 | 3,532 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $497,059 | 3,528 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $471,319 | 3,967 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $499,247 | 3,536 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $537,762 | 4,136 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $534,773 | 4,001 | Shares | Sole | 2022-04-05 | |
| No filing history on record for this holder in this stock. | ||||||