Strategies Wealth Advisors, LLC
Position in IBM — International Business Machines Corp
CIK 1976435
GRAND RAPIDS, MI
Position in IBM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$304,831
+$42,323 QoQ
Shares Held
1,084
+0.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#2,971
of 3,616 holders
Holding Since
Mar 2025
6 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, 2026Strategies Wealth Advisors, LLC holds $686,037 across 2 Information Technology Services names. IBM ranks #2 (44.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | APLD |
Applied Digital Corp.
|
10,220 | $381,206 | |
| 2 | IBM |
International Business Machines Corp
This page
|
1,084 | $304,831 |
All Filings in IBM
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $304,831 | 1,084 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $262,508 | 1,083 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $414,990 | 1,401 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $389,380 | 1,380 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $463,099 | 1,571 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $398,104 | 1,601 | Shares | Sole | 2025-05-14 | |
| No filing history on record for this holder in this stock. | ||||||