Ascentis Wealth Management, LLC
Position in IBM — International Business Machines Corp
CIK 2032602
DALLAS, TX
Position in IBM
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$3,330,575
+$464,318 QoQ
Shares Held
11,844
+0.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.57%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
8 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, 2026Ascentis Wealth Management, LLC holds $3,454,310 across 4 Information Technology Services names. IBM ranks #1 (96.4% of the industry book) .
All Filings in IBM
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,330,575 | 11,844 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $2,866,257 | 11,825 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $3,270,973 | 11,043 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $3,085,063 | 10,934 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $3,171,175 | 10,758 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $2,740,900 | 11,023 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $688,476 | 3,132 | Shares | Sole | 2025-01-10 | |
| 2024-09-30 | $746,552 | 3,377 | Shares | Sole | 2024-10-11 | |
| No filing history on record for this holder in this stock. | ||||||