Wellington Grp LLC

Position in IBM — International Business Machines Corp

CIK 2134013 INDIANAPOLIS, IN

Position in IBM

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$519,957

+$71,778 QoQ

Shares Held

1,849

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.33%

of 13F equity value

Holder Rank

#2,477

of 3,611 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Wellington Grp LLC holds $1,628,262 across 5 Information Technology Services names. IBM ranks #1 (31.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	IBM	International Business Machines Corp This page	1,849	$519,957
2	CACI	Caci International Inc /De/	1,071	$496,151
3	BR	Broadridge Financial Solutions, Inc.	2,086	$285,677
4	JKHY	Jack Henry & Associates Inc	2,017	$277,821
5	ACN	Accenture plc	391	$48,656

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$519,957	1,849	0.0%	Shares	Sole	2026-08-14
2026-03-31	$448,179	1,849	-5.5%	Shares	Sole	2026-05-22
2025-12-31	$579,386	1,956	—	Shares	Sole	2026-05-22
No filing history on record for this holder in this stock.