DIVERSIFY WEALTH MANAGEMENT, LLC

Position in IBM — International Business Machines Corp

CIK 2030780 SANDY, UT

Position in IBM

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

Position Value

$14,847,888

+$5,198,827 QoQ

Shares Held

52,800

+32.6% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.45%

of 13F equity value

Holder Rank

#473

of 3,626 holders

Holding Since

Jun 2024

9 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

DIVERSIFY WEALTH MANAGEMENT, LLC holds $22,139,931 across 8 Information Technology Services names. IBM ranks #1 (67.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	IBM	International Business Machines Corp This page	52,800	$14,847,888
2	VNET	VNET Group, Inc.	294,940	$2,371,317
3	CDW	CDW Corp	10,397	$1,462,234
4	EXLS	ExlService Holdings, Inc.	42,412	$1,096,774
5	JKHY	Jack Henry & Associates Inc	6,652	$916,246
6	ACN	Accenture plc	5,930	$737,929
7	EPAM	EPAM Systems, Inc.	7,107	$563,940
8	KD	Kyndryl Holdings, Inc.	12,697	$143,603

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$14,847,888	52,800	+32.6%	Shares	Sole	2026-07-30
2026-03-31	$9,649,061	39,808	+100.6%	Shares	Sole	2026-05-01
2025-12-31	$5,877,102	19,841	+0.2%	Shares	Sole	2026-02-03
2025-09-30	$5,589,871	19,811	+2.9%	Shares	Sole	2025-11-12
2025-06-30	$5,675,104	19,252	+9.5%	Shares	Sole	2025-08-14
2025-03-31	$4,369,950	17,574	+12.8%	Shares	Sole	2025-05-01
2024-12-31	$3,424,291	15,577	+5.3%	Shares	Sole	2025-01-16
2024-09-30	$3,269,773	14,790	+32.9%	Shares	Sole	2024-10-25
2024-06-30	$1,924,933	11,130	—	Shares	Sole	2024-08-08
No filing history on record for this holder in this stock.