ANGELES WEALTH MANAGEMENT, LLC

Position in IBM — International Business Machines Corp

CIK 1929170 SANTA MONICA, CA

Position in IBM

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$1,652,952

+$413,128 QoQ

Shares Held

5,878

+14.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.15%

of 13F equity value

Holder Rank

#1,525

of 3,633 holders

Holding Since

Jun 2023

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

ANGELES WEALTH MANAGEMENT, LLC holds $3,220,789 across 6 Information Technology Services names. IBM ranks #1 (51.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	IBM	International Business Machines Corp This page	5,878	$1,652,952
2	ACN	Accenture plc	7,549	$939,397
3	IT	Gartner Inc	2,020	$261,832
4	DTST	Data Storage Corp	43,100	$148,695
5	INFY	Infosys Ltd	11,944	$125,292
6	WIT	Wipro Ltd	41,165	$92,621

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,652,952	5,878	+14.9%	Shares	Sole	2026-07-28
2026-03-31	$1,239,824	5,115	+10.2%	Shares	Sole	2026-05-06
2025-12-31	$1,374,710	4,641	+21.8%	Shares	Sole	2026-02-17
2025-09-30	$1,075,311	3,811	+0.5%	Shares	Sole	2025-11-12
2025-06-30	$1,117,510	3,791	+7.2%	Shares	Sole	2025-07-29
2025-03-31	$879,759	3,538	-0.5%	Shares	Sole	2025-05-07
2024-12-31	$781,715	3,556	+18.1%	Shares	Sole	2025-01-28
2024-09-30	$665,671	3,011	+8.1%	Shares	Sole	2024-10-29
2024-06-30	$481,665	2,785	-0.9%	Shares	Sole	2024-08-07
2024-03-31	$536,406	2,809	+2.7%	Shares	Sole	2024-05-08
2023-12-31	$447,309	2,735	+31.6%	Shares	Sole	2024-02-13
2023-09-30	$291,543	2,078	+3.2%	Shares	Sole	2023-10-27
2023-06-30	$269,359	2,013	—	Shares	Sole	2023-08-10
No filing history on record for this holder in this stock.