Cassaday & Co Wealth Management LLC
Position in IBM — International Business Machines Corp
CIK 1963612
MCLEAN, VA
Position in IBM
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$4,139,411
+$578,945 QoQ
Shares Held
14,720
+0.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.51%
of 13F equity value
Holder Rank
#963
of 3,616 holders
Holding Since
Dec 2022
15 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, 2026Cassaday & Co Wealth Management LLC holds $8,131,769 across 17 Information Technology Services names. IBM ranks #1 (50.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
This page
|
14,720 | $4,139,411 | |
| 2 | LDOS |
Leidos Holdings, Inc.
|
16,252 | $1,673,468 | |
| 3 | SAIC |
Science Applications International Corp
|
8,477 | $935,945 | |
| 4 | CACI |
Caci International Inc /De/
|
766 | $354,857 | |
| 5 | ACN |
Accenture plc
|
2,573 | $320,184 | |
| 6 | WYY |
Widepoint Corp
|
17,500 | $306,250 | |
| 7 | GIB |
Cgi Inc
|
4,212 | $271,968 | |
| 8 | BR |
Broadridge Financial Solutions, Inc.
|
478 | $65,462 |
All Filings in IBM
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,139,411 | 14,720 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $3,560,466 | 14,689 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $4,283,492 | 14,461 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $4,065,079 | 14,407 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $4,230,093 | 14,350 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $3,567,276 | 14,346 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $3,142,689 | 14,296 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $2,892,610 | 13,084 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $2,222,753 | 12,852 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $2,399,603 | 12,566 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $1,949,516 | 11,920 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,651,611 | 11,772 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $1,529,180 | 11,428 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $1,551,187 | 11,833 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $1,649,681 | 11,709 | Shares | Sole | 2023-02-07 | |
| No filing history on record for this holder in this stock. | ||||||