Buck Wealth Strategies, LLC
Position in IBM — International Business Machines Corp
CIK 1973259
DENVER, CO
Position in IBM
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$474,682
+$53,409 QoQ
Shares Held
1,688
-2.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#2,579
of 3,611 holders
Holding Since
Jun 2023
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, 2026Buck Wealth Strategies, LLC holds $14,243,355 across 16 Information Technology Services names. IBM ranks #3 (3.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EXLS |
ExlService Holdings, Inc.
|
301,726 | $7,802,634 | |
| 2 | G |
Genpact LTD
|
215,246 | $5,919,265 | |
| 3 | IBM |
International Business Machines Corp
This page
|
1,688 | $474,682 | |
| 4 | SAIC |
Science Applications International Corp
|
275 | $30,362 | |
| 5 | ACN |
Accenture plc
|
51 | $6,346 | |
| 6 | CACI |
Caci International Inc /De/
|
9 | $4,169 | |
| 7 | DXC |
DXC Technology Co
|
180 | $1,593 | |
| 8 | FIS |
Fidelity National Information Services, Inc.
|
34 | $1,321 |
All Filings in IBM
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $474,682 | 1,688 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $421,273 | 1,738 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $523,995 | 1,769 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $493,215 | 1,748 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $528,835 | 1,794 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $429,684 | 1,728 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $374,150 | 1,702 | Shares | Sole | 2025-01-27 | |
| 2024-03-31 | $3,126,970 | 16,375 | Shares | Sole | 2024-05-03 | |
| 2023-09-30 | $6,173 | 44 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $5,887 | 44 | Shares | Sole | 2023-11-06 | |
| No filing history on record for this holder in this stock. | ||||||