Portside Wealth Group, LLC

Position in IBM — International Business Machines Corp

CIK 1978608 Provo, UT

Position in IBM

as of Jun 30, 2026 · filed Jul 14, 2026 Compact

Position Value

$1,158,584

-$128,505 QoQ

Shares Held

4,120

-22.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.20%

of 13F equity value

Holder Rank

#1,780

of 3,611 holders

Holding Since

Jun 2023

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Portside Wealth Group, LLC holds $3,449,304 across 6 Information Technology Services names. IBM ranks #2 (33.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	EPAM	EPAM Systems, Inc.	16,942	$1,344,347
2	IBM	International Business Machines Corp This page	4,120	$1,158,584
3	CDW	CDW Corp	2,346	$329,941
4	JKHY	Jack Henry & Associates Inc	1,957	$269,556
5	ACN	Accenture plc	1,965	$244,524
6	VRRM	VERRA MOBILITY Corp	24,083	$102,352

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,158,584	4,120	-22.4%	Shares	Sole	2026-07-14
2026-03-31	$1,287,089	5,310	-16.0%	Shares	Sole	2026-05-12
2025-12-31	$1,872,046	6,320	-2.5%	Shares	Sole	2026-01-21
2025-09-30	$1,828,114	6,479	-0.5%	Shares	Other	2025-11-05
2025-06-30	$1,920,196	6,514	+0.4%	Shares	Other	2025-08-11
2025-03-31	$1,613,554	6,489	-49.9%	Shares	Sole	2025-04-14
2024-12-31	$2,845,259	12,943	+0.3%	Shares	Other	2025-04-14
2024-09-30	$2,853,478	12,907	+8.2%	Shares	Other	2024-10-31
2024-06-30	$2,063,985	11,934	-3.8%	Shares	Other	2024-07-18
2024-03-31	$2,368,476	12,403	-20.6%	Shares	Other	2024-04-17
2023-12-31	$2,556,122	15,629	-3.7%	Shares	Other	2024-01-16
2023-09-30	$2,277,770	16,235	-0.1%	Shares	Other	2023-10-27
2023-06-30	$2,175,081	16,255	—	Shares	Other	2023-09-01
No filing history on record for this holder in this stock.