Gateway Wealth Partners, LLC
Position in IBM — International Business Machines Corp
CIK 1966037
APPLETON, WI
Position in IBM
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$1,255,883
-$472,115 QoQ
Shares Held
4,466
-37.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#1,724
of 3,616 holders
Holding Since
Mar 2024
10 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, 2026Gateway Wealth Partners, LLC holds $1,919,591 across 3 Information Technology Services names. IBM ranks #1 (65.4% of the industry book) .
All Filings in IBM
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,255,883 | 4,466 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $1,727,998 | 7,129 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $576,424 | 1,946 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $440,733 | 1,562 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $329,269 | 1,117 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $297,646 | 1,197 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $262,916 | 1,196 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $296,026 | 1,339 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $221,721 | 1,282 | Shares | Sole | 2024-08-16 | |
| 2024-03-31 | $248,820 | 1,303 | Shares | Sole | 2024-05-15 | |
| No filing history on record for this holder in this stock. | ||||||