Heritage Wealth Management, Inc.
Position in IBM — International Business Machines Corp
CIK 1944755
CINCINNATI, OH
Position in IBM
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$1,816,616
-$116,746 QoQ
Shares Held
6,460
-1.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.59%
of 13F equity value
Holder Rank
#1,459
of 3,616 holders
Holding Since
Jun 2024
8 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, 2026Heritage Wealth Management, Inc. holds $2,284,253 across 2 Information Technology Services names. IBM ranks #1 (79.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
This page
|
6,460 | $1,816,616 | |
| 2 | G |
Genpact LTD
|
17,005 | $467,637 |
All Filings in IBM
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,816,616 | 6,460 | Shares | Sole | 2026-07-28 | |
| 2025-12-31 | $1,933,362 | 6,527 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $1,886,521 | 6,686 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,982,395 | 6,725 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,895,037 | 7,621 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $1,827,226 | 8,312 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $1,837,395 | 8,311 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $1,442,230 | 8,339 | Shares | Sole | 2024-09-09 | |
| No filing history on record for this holder in this stock. | ||||||