Abound Wealth Management
Position in IBM — International Business Machines Corp
CIK 1950323
FRANKLIN, TN
Position in IBM
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$184,192
-$4,629 QoQ
Shares Held
655
-15.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#3,381
of 3,616 holders
Holding Since
Sep 2022
16 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, 2026Abound Wealth Management holds $200,494 across 11 Information Technology Services names. IBM ranks #1 (91.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
This page
|
655 | $184,192 | |
| 2 | CACI |
Caci International Inc /De/
|
23 | $10,654 | |
| 3 | LDOS |
Leidos Holdings, Inc.
|
11 | $1,132 | |
| 4 | KD |
Kyndryl Holdings, Inc.
|
86 | $972 | |
| 5 | PONY |
Pony AI Inc.
|
100 | $695 | |
| 6 | BR |
Broadridge Financial Solutions, Inc.
|
5 | $684 | |
| 7 | INFY |
Infosys Ltd
|
59 | $618 | |
| 8 | WIT |
Wipro Ltd
|
242 | $544 |
All Filings in IBM
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $184,192 | 655 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $188,821 | 779 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $218,899 | 739 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $202,873 | 719 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $204,577 | 694 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $171,078 | 688 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $148,165 | 674 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $144,365 | 653 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $112,936 | 653 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $130,043 | 681 | Shares | Sole | 2024-08-08 | |
| 2023-12-31 | $106,634 | 652 | Shares | Sole | 2024-08-08 | |
| 2023-09-30 | $93,299 | 665 | Shares | Sole | 2024-08-08 | |
| 2023-06-30 | $87,377 | 653 | Shares | Sole | 2024-08-08 | |
| 2023-03-31 | $83,897 | 640 | Shares | Sole | 2024-08-07 | |
| 2022-12-31 | $66,922 | 475 | Shares | Sole | 2024-08-07 | |
| 2022-09-30 | $53,108 | 447 | Shares | Sole | 2024-08-07 | |
| No filing history on record for this holder in this stock. | ||||||