AVISO WEALTH MANAGEMENT
Position in IBM — International Business Machines Corp
CIK 2011802
BELLEVUE, WA
Position in IBM
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$439,250
+$78,574 QoQ
Shares Held
1,562
+5.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#2,658
of 3,615 holders
Holding Since
Sep 2025
4 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, 2026AVISO WEALTH MANAGEMENT holds $688,445 across 2 Information Technology Services names. IBM ranks #1 (63.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
This page
|
1,562 | $439,250 | |
| 2 | SAIC |
Science Applications International Corp
|
2,257 | $249,195 |
All Filings in IBM
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $439,250 | 1,562 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $360,676 | 1,488 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $274,290 | 926 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $244,068 | 865 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||