Quotient Wealth Partners, LLC
Position in IBM — International Business Machines Corp
CIK 2004904
DALLAS, TX
Position in IBM
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$1,574,776
+$258,599 QoQ
Shares Held
5,600
+3.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#1,559
of 3,616 holders
Holding Since
Dec 2023
11 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, 2026Quotient Wealth Partners, LLC holds $2,026,892 across 3 Information Technology Services names. IBM ranks #1 (77.7% of the industry book) .
All Filings in IBM
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,574,776 | 5,600 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $1,316,177 | 5,430 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $1,689,285 | 5,703 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $1,548,776 | 5,489 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $1,673,760 | 5,678 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $1,210,476 | 4,868 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $901,522 | 4,101 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $880,340 | 3,982 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $657,382 | 3,801 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $712,662 | 3,732 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $559,341 | 3,420 | Shares | Sole | 2024-02-08 | |
| No filing history on record for this holder in this stock. | ||||||