Wealth Management Associates, Inc.
Position in IBM — International Business Machines Corp
CIK 2067339
Cherry Hill, NJ
Position in IBM
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$1,403,800
+$448,057 QoQ
Shares Held
4,992
+26.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.64%
of 13F equity value
Holder Rank
#1,635
of 3,616 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in IBM Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026Wealth Management Associates, Inc. holds $5,039,617 across 2 Information Technology Services names. IBM ranks #2 (27.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | APLD |
Applied Digital Corp.
|
97,475 | $3,635,817 | |
| 2 | IBM |
International Business Machines Corp
This page
|
4,992 | $1,403,800 |
All Filings in IBM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,403,800 | 4,992 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $955,743 | 3,943 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,769,854 | 5,975 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $1,565,705 | 5,549 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $1,503,083 | 5,099 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $1,265,182 | 5,088 | Shares | Sole | 2025-05-28 | |
| 2024-12-31 | $1,112,779 | 5,062 | Shares | Sole | 2025-05-28 | |
| 2024-09-30 | $1,149,173 | 5,198 | Shares | Sole | 2025-05-28 | |
| 2024-06-30 | $891,038 | 5,152 | Shares | Sole | 2025-05-28 | |
| 2024-03-31 | $983,825 | 5,152 | Shares | Sole | 2025-05-28 | |
| 2023-12-31 | $1,045,411 | 6,392 | Shares | Sole | 2025-05-28 | |
| 2023-09-30 | $887,678 | 6,327 | Shares | Sole | 2025-05-28 | |
| 2023-06-30 | $898,132 | 6,712 | Shares | Sole | 2025-05-28 | |
| 2023-03-31 | $906,094 | 6,912 | Shares | Sole | 2025-05-28 | |
| 2022-12-31 | $1,027,088 | 7,290 | Shares | Sole | 2025-05-28 | |
| 2022-09-30 | $1,005,251 | 8,461 | Shares | Sole | 2025-05-28 | |
| 2022-06-30 | $1,137,567 | 8,057 | Shares | Sole | 2025-05-28 | |
| 2022-03-31 | $1,043,280 | 8,024 | Shares | Sole | 2025-05-28 | |
| 2021-12-31 | $1,021,028 | 7,639 | Shares | Sole | 2025-05-28 | |
| 2021-09-30 | $843,999 | 6,075 | Shares | Sole | 2025-05-28 | |
| 2021-06-30 | $1,165,683 | 7,952 | Shares | Sole | 2025-05-28 | |
| 2021-03-31 | $1,069,677 | 8,027 | Shares | Sole | 2025-05-28 | |
| 2020-12-31 | $1,105,100 | 8,779 | Shares | Sole | 2025-05-28 | |
| 2020-09-30 | $1,113,523 | 9,152 | Shares | Sole | 2025-05-28 | |
| 2020-06-30 | $666,771 | 5,521 | Shares | Sole | 2025-05-28 | |
| 2020-03-31 | $607,008 | 5,472 | Shares | Sole | 2025-05-28 | |
| No filing history on record for this holder in this stock. | ||||||