Atlantic Edge Private Wealth Management, LLC

Position in IBM — International Business Machines Corp

CIK 2011145 JACKSONVILLE, FL

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Position in IBM

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$1,489,288

+$154,689 QoQ

Shares Held

5,296

-3.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.65%

of 13F equity value

Holder Rank

#1,588

of 3,615 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Common Shares in IBM Over Time

Shares Held

Position Value (USD)

Position in Information Technology Services

Technology · as of Jun 30, 2026

Atlantic Edge Private Wealth Management, LLC holds $1,534,997 across 6 Information Technology Services names. IBM ranks #1 (97.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	IBM	International Business Machines Corp This page	5,296	$1,489,288
2	CACI	Caci International Inc /De/	45	$20,846
3	CDW	CDW Corp	78	$10,969
4	BBAI	BigBear.ai Holdings, Inc.	2,241	$8,224
5	SAIC	Science Applications International Corp	50	$5,520
6	DXC	DXC Technology Co	17	$150

All Filings in IBM

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11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,489,288	5,296	-3.8%	Shares	Sole	2026-07-23
2026-03-31	$1,334,599	5,506	-38.7%	Shares	Sole	2026-04-22
2025-12-31	$2,659,669	8,979	-1.0%	Shares	Sole	2026-01-27
2025-09-30	$2,560,319	9,074	-0.8%	Shares	Sole	2025-10-24
2025-06-30	$2,696,647	9,148	+0.5%	Shares	Sole	2025-07-30
2025-03-31	$2,264,546	9,107	-0.2%	Shares	Sole	2025-04-29
2024-12-31	$2,006,168	9,126	+1.4%	Shares	Sole	2025-01-29
2024-09-30	$1,989,720	9,000	+4.7%	Shares	Sole	2024-11-06
2024-06-30	$1,487,024	8,598	+6.2%	Shares	Sole	2024-07-26
2024-03-31	$1,545,630	8,094	+13.9%	Shares	Sole	2024-05-08
2023-12-31	$1,161,859	7,104	—	Shares	Sole	2024-02-08
No filing history on record for this holder in this stock.