Barnes Wealth Management Group, Inc
Position in IBM — International Business Machines Corp
CIK 2066194
Bakersfield, CA
Position in IBM
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$333,233
+$47,213 QoQ
Shares Held
1,185
+0.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.81%
of 13F equity value
Holder Rank
#2,901
of 3,616 holders
Holding Since
Mar 2026
2 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, 2026Barnes Wealth Management Group, Inc holds $586,276 across 2 Information Technology Services names. IBM ranks #1 (56.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
This page
|
1,185 | $333,233 | |
| 2 | APLD |
Applied Digital Corp.
|
6,784 | $253,043 |
All Filings in IBM
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $333,233 | 1,185 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $286,020 | 1,180 | Shares | Sole | 2026-05-18 | |
| No filing history on record for this holder in this stock. | ||||||