Retirement Wealth Solutions LLC
PensionPosition in IBM — International Business Machines Corp
CIK 2044741
MARSHFIELD, WI
Position in IBM
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$22,778
+$3,145 QoQ
Shares Held
81
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#3,568
of 3,616 holders
Holding Since
Dec 2024
7 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, 2026Retirement Wealth Solutions LLC holds $128,207 across 9 Information Technology Services names. IBM ranks #2 (17.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FIS |
Fidelity National Information Services, Inc.
|
2,520 | $97,977 | |
| 2 | IBM |
International Business Machines Corp
This page
|
81 | $22,778 | |
| 3 | ACN |
Accenture plc
|
23 | $2,862 | |
| 4 | CACI |
Caci International Inc /De/
|
4 | $1,853 | |
| 5 | LDOS |
Leidos Holdings, Inc.
|
15 | $1,544 | |
| 6 | G |
Genpact LTD
|
19 | $522 | |
| 7 | EXLS |
ExlService Holdings, Inc.
|
20 | $517 | |
| 8 | CTSH |
Cognizant Technology Solutions Corp
|
4 | $154 |
All Filings in IBM
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $22,778 | 81 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $19,633 | 81 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $23,993 | 81 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $22,854 | 81 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $23,877 | 81 | Shares | Sole | 2025-07-07 | |
| 2025-03-31 | $20,141 | 81 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $17,806 | 81 | Shares | Sole | 2025-01-15 | |
| No filing history on record for this holder in this stock. | ||||||