Allied Private Wealth LLC
Position in IBM — International Business Machines Corp
CIK 2132253
BOCA RATON, FL
Position in IBM
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$258,431
New position
Shares Held
919
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#3,114
of 3,616 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Information Technology Services
Technology · as of Jun 30, 2026Allied Private Wealth LLC holds $317,044 across 12 Information Technology Services names. IBM ranks #1 (81.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
This page
|
919 | $258,431 | |
| 2 | CDW |
CDW Corp
|
200 | $28,128 | |
| 3 | IT |
Gartner Inc
|
110 | $14,258 | |
| 4 | CTSH |
Cognizant Technology Solutions Corp
|
121 | $4,686 | |
| 5 | EXLS |
ExlService Holdings, Inc.
|
95 | $2,456 | |
| 6 | ACN |
Accenture plc
|
18 | $2,239 | |
| 7 | HCKT |
Hackett Group, Inc.
|
200 | $2,154 | |
| 8 | KD |
Kyndryl Holdings, Inc.
|
172 | $1,945 |
All Filings in IBM
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $258,431 | 919 | Shares | Sole | 2026-07-09 | |
| No filing history on record for this holder in this stock. | ||||||