Lodestone Wealth Management LLC
Position in IBM — International Business Machines Corp
CIK 1950158
SPOKANE, WA
Position in IBM
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$116,420
+$16,071 QoQ
Shares Held
414
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#3,449
of 3,616 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in IBM Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026Lodestone Wealth Management LLC holds $532,609 across 10 Information Technology Services names. IBM ranks #2 (21.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CIFR |
Cipher Digital Inc.
|
12,821 | $314,114 | |
| 2 | IBM |
International Business Machines Corp
This page
|
414 | $116,420 | |
| 3 | ACN |
Accenture plc
|
387 | $48,158 | |
| 4 | BR |
Broadridge Financial Solutions, Inc.
|
194 | $26,567 | |
| 5 | CTSH |
Cognizant Technology Solutions Corp
|
345 | $13,361 | |
| 6 | CACI |
Caci International Inc /De/
|
21 | $9,728 | |
| 7 | JKHY |
Jack Henry & Associates Inc
|
13 | $1,790 | |
| 8 | KEEL |
Keel Infrastructure Corp.
|
200 | $1,148 |
All Filings in IBM
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $116,420 | 414 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $100,349 | 414 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $153,732 | 519 | Shares | Sole | 2026-01-15 | |
| No filing history on record for this holder in this stock. | ||||||