Nicholson Wealth Management Group, LLC
Position in IBM — International Business Machines Corp
CIK 2035982
CHARLESTOWN, SC
Position in IBM
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$458,934
+$68,929 QoQ
Shares Held
1,632
+1.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#2,617
of 3,615 holders
Holding Since
Sep 2024
8 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, 2026Nicholson Wealth Management Group, LLC holds $3,093,765 across 3 Information Technology Services names. IBM ranks #3 (14.8% of the industry book) .
All Filings in IBM
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $458,934 | 1,632 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $390,005 | 1,609 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $485,191 | 1,638 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $462,178 | 1,638 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $517,928 | 1,757 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $442,614 | 1,780 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $379,646 | 1,727 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $381,805 | 1,727 | Shares | Sole | 2024-10-23 | |
| No filing history on record for this holder in this stock. | ||||||