LJI Wealth Management, LLC
Position in IBM — International Business Machines Corp
CIK 1988563
Indianapolis, IN
Position in IBM
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$323,110
+$55,997 QoQ
Shares Held
1,149
+4.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#2,933
of 3,626 holders
Holding Since
Mar 2024
9 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, 2026LJI Wealth Management, LLC holds $550,660 across 2 Information Technology Services names. IBM ranks #1 (58.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
This page
|
1,149 | $323,110 | |
| 2 | TSSI |
TSS, Inc.
|
18,500 | $227,550 |
All Filings in IBM
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $323,110 | 1,149 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $267,113 | 1,102 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $326,423 | 1,102 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $310,940 | 1,102 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $324,847 | 1,102 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $274,023 | 1,102 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $286,658 | 1,304 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $240,977 | 1,090 | Shares | Sole | 2024-11-06 | |
| 2024-03-31 | $208,146 | 1,090 | Shares | Sole | 2024-05-15 | |
| No filing history on record for this holder in this stock. | ||||||