Private Wealth Management Group, LLC

Position in IBM — International Business Machines Corp

CIK 2011342 PRINCETON, NJ

Position in IBM

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$525,862

+$216,815 QoQ

Shares Held

1,870

+46.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.80%

of 13F equity value

Holder Rank

#2,425

of 3,554 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Private Wealth Management Group, LLC holds $677,113 across 19 Information Technology Services names. IBM ranks #1 (77.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	IBM	International Business Machines Corp This page	1,870	$525,862
2	EPAM	EPAM Systems, Inc.	658	$52,212
3	CTSH	Cognizant Technology Solutions Corp	513	$19,868
4	LDOS	Leidos Holdings, Inc.	188	$19,358
5	BR	Broadridge Financial Solutions, Inc.	91	$12,462
6	ACN	Accenture plc	67	$8,337
7	CACI	Caci International Inc /De/	16	$7,412
8	FIS	Fidelity National Information Services, Inc.	175	$6,804

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$525,862	1,870	+46.7%	Shares	Sole	2026-07-27
2026-03-31	$309,047	1,275	+2.0%	Shares	Sole	2026-04-23
2025-12-31	$370,262	1,250	-3.9%	Shares	Sole	2026-01-23
2025-09-30	$367,090	1,301	-0.2%	Shares	Sole	2025-10-17
2025-06-30	$384,098	1,303	-0.1%	Shares	Sole	2025-07-29
2025-03-31	$324,252	1,304	-6.3%	Shares	Sole	2025-05-02
2024-12-31	$306,003	1,392	+70.0%	Shares	Sole	2025-01-27
2024-09-30	$181,064	819	+0.4%	Shares	Sole	2024-10-29
2024-06-30	$141,127	816	+26.1%	Shares	Sole	2024-08-13
2024-03-31	$123,551	647	-3.9%	Shares	Sole	2024-04-30
2023-12-31	$110,069	673	—	Shares	Sole	2024-02-08
No filing history on record for this holder in this stock.