GDS Wealth Management
Position in IBM — International Business Machines Corp
CIK 1940869
FLOWER MOUND, TX
Position in IBM
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,487,319
+$393,171 QoQ
Shares Held
5,289
+17.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#1,594
of 3,630 holders
Holding Since
Jun 2022
17 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, 2026GDS Wealth Management holds $2,441,230 across 3 Information Technology Services names. IBM ranks #1 (60.9% of the industry book) .
All Filings in IBM
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,487,319 | 5,289 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $1,094,148 | 4,514 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $1,329,982 | 4,490 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $1,266,898 | 4,490 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $1,324,151 | 4,492 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,114,494 | 4,482 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $982,420 | 4,469 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $1,109,379 | 5,018 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $562,952 | 3,255 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $638,188 | 3,342 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $541,023 | 3,308 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $463,691 | 3,305 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $442,242 | 3,305 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $433,252 | 3,305 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $491,565 | 3,489 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $428,428 | 3,606 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $500,094 | 3,542 | Shares | Sole | 2022-08-05 | |
| No filing history on record for this holder in this stock. | ||||||