Modern Wealth Management, LLC

Position in IBM — International Business Machines Corp

CIK 2001900 KANSAS CITY, MO

Position in IBM

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

Position Value

$8,122,746

+$2,505,119 QoQ

Shares Held

28,885

+24.6% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.40%

of 13F equity value

Holder Rank

#669

of 3,615 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 8% Shared 0% None 92%

Technology · as of Jun 30, 2026

Modern Wealth Management, LLC holds $11,013,455 across 8 Information Technology Services names. IBM ranks #1 (73.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	IBM	International Business Machines Corp This page	28,885	$8,122,746
2	BR	Broadridge Financial Solutions, Inc.	13,948	$1,910,176
3	ACN	Accenture plc	3,242	$403,431
4	FIS	Fidelity National Information Services, Inc.	5,877	$228,495
5	INFY	Infosys Ltd	14,051	$147,393
6	WIT	Wipro Ltd	38,678	$87,024
7	GDYN	Grid Dynamics Holdings, Inc.	11,620	$66,001
8	VRRM	VERRA MOBILITY Corp	11,339	$48,189

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$8,122,746	28,885	+24.6%	Shares	Other	2026-08-14
2026-03-31	$5,617,627	23,176	+18.1%	Shares	Other	2026-05-14
2025-12-31	$5,814,895	19,631	+3.1%	Shares	Other	2026-02-17
2025-09-30	$5,373,733	19,045	+1.9%	Shares	Other	2025-11-12
2025-06-30	$5,511,202	18,696	+7.0%	Shares	Other	2025-11-12
2025-03-31	$4,345,826	17,477	+17.8%	Shares	Other	2025-06-02
2024-12-31	$3,261,614	14,837	+55.5%	Shares	Other	2025-05-30
2024-09-30	$2,109,099	9,540	+8.6%	Shares	Other	2025-05-30
2024-06-30	$1,519,018	8,783	-2.7%	Shares	Other	2025-05-29
2024-03-31	$1,724,175	9,029	+158.5%	Shares	Other	2025-05-29
2023-12-31	$571,280	3,493	—	Shares	Other	2025-05-28
No filing history on record for this holder in this stock.