WEALTHEDGE INVESTMENT ADVISORS, LLC
Position in IBM — International Business Machines Corp
CIK 2058455
NEW YORK, NY
Position in IBM
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$622,036
+$403,730 QoQ
Shares Held
2,212
+200.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.39%
of 13F equity value
Holder Rank
#2,332
of 3,615 holders
Holding Since
Jun 2025
3 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, 2026WEALTHEDGE INVESTMENT ADVISORS, LLC holds $2,485,377 across 2 Information Technology Services names. IBM ranks #2 (25.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BR |
Broadridge Financial Solutions, Inc.
|
13,606 | $1,863,341 | |
| 2 | IBM |
International Business Machines Corp
This page
|
2,212 | $622,036 |
All Filings in IBM
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $622,036 | 2,212 | Shares | Sole | 2026-07-21 | |
| 2025-12-31 | $218,306 | 737 | Shares | Sole | 2026-02-17 | |
| 2025-06-30 | $206,640 | 701 | Shares | Sole | 2025-08-13 | |
| No filing history on record for this holder in this stock. | ||||||