Rialto Wealth Management, LLC
Position in IBM — International Business Machines Corp
CIK 2054966
SYRACUSE, NY
Position in IBM
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$86,050
+$26,665 QoQ
Shares Held
306
+24.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#3,469
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, 2026Rialto Wealth Management, LLC holds $215,981 across 26 Information Technology Services names. IBM ranks #1 (39.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
This page
|
306 | $86,050 | |
| 2 | ACN |
Accenture plc
|
275 | $34,221 | |
| 3 | INOD |
Innodata Inc
|
290 | $21,918 | |
| 4 | TSSI |
TSS, Inc.
|
1,000 | $12,300 | |
| 5 | CACI |
Caci International Inc /De/
|
23 | $10,654 | |
| 6 | APLD |
Applied Digital Corp.
|
200 | $7,460 | |
| 7 | CIFR |
Cipher Digital Inc.
|
283 | $6,933 | |
| 8 | PENG |
Penguin Solutions, Inc.
|
70 | $5,320 |
All Filings in IBM
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $86,050 | 306 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $59,385 | 245 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $87,085 | 294 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $51,917 | 184 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $53,944 | 183 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $43,018 | 173 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $35,392 | 161 | Shares | Sole | 2025-02-07 | |
| No filing history on record for this holder in this stock. | ||||||