JPL Wealth Management, LLC
Position in IBM — International Business Machines Corp
CIK 2010710
GREENWOOD VILLAGE, CO
Position in IBM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$4,087,105
+$487,614 QoQ
Shares Held
14,534
-2.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.72%
of 13F equity value
Holder Rank
#959
of 3,554 holders
Holding Since
Jun 2024
8 quarters on record
Voting authority
Sole 93%
Shared 0%
None 7%
Common Shares in IBM Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026JPL Wealth Management, LLC holds $4,162,483 across 25 Information Technology Services names. IBM ranks #1 (98.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
This page
|
14,534 | $4,087,105 | |
| 2 | ACN |
Accenture plc
|
222 | $27,625 | |
| 3 | FIS |
Fidelity National Information Services, Inc.
|
250 | $9,720 | |
| 4 | SAIC |
Science Applications International Corp
|
69 | $7,618 | |
| 5 | EXLS |
ExlService Holdings, Inc.
|
209 | $5,404 | |
| 6 | G |
Genpact LTD
|
163 | $4,482 | |
| 7 | IT |
Gartner Inc
|
34 | $4,407 | |
| 8 | BR |
Broadridge Financial Solutions, Inc.
|
25 | $3,423 |
All Filings in IBM
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,087,105 | 14,534 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $3,599,491 | 14,850 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $4,371,763 | 14,759 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $4,427,372 | 15,691 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $4,564,668 | 15,485 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $3,852,489 | 15,493 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $3,344,713 | 15,215 | Shares | Sole | 2025-02-10 | |
| 2024-06-30 | $1,890,862 | 10,933 | Shares | Sole | 2024-08-01 | |
| No filing history on record for this holder in this stock. | ||||||