Position in IBM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,816,897
+$294,446 QoQ
Shares Held
6,461
+2.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.87%
of 13F equity value
Holder Rank
#1,458
of 3,616 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 76%
Shared 0%
None 24%
Common Shares in IBM Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026XXI WEALTH, LLC holds $2,066,556 across 2 Information Technology Services names. IBM ranks #1 (87.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
This page
|
6,461 | $1,816,897 | |
| 2 | BR |
Broadridge Financial Solutions, Inc.
|
1,823 | $249,659 |
All Filings in IBM
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,816,897 | 6,461 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,522,451 | 6,281 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $1,896,632 | 6,403 | Shares | Sole | 2026-02-12 | |
| No filing history on record for this holder in this stock. | ||||||