BRADLEY FOSTER & SARGENT INC/CT

Position in IBM — International Business Machines Corp

CIK 1015086 HARTFORD, CT

Position in IBM

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

Position Value

$25,934,311

+$3,792,227 QoQ

Shares Held

92,224

+1.0% QoQ

Ownership

0.010%

of shares outstanding

% of Portfolio

0.40%

of 13F equity value

Holder Rank

#344

of 3,616 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 85% Shared 0% None 15%

Technology · as of Jun 30, 2026

BRADLEY FOSTER & SARGENT INC/CT holds $29,998,617 across 5 Information Technology Services names. IBM ranks #1 (86.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	IBM	International Business Machines Corp This page	92,224	$25,934,311
2	ACN	Accenture plc	23,445	$2,917,495
3	BR	Broadridge Financial Solutions, Inc.	3,749	$513,425
4	LDOS	Leidos Holdings, Inc.	4,079	$420,014
5	EPAM	EPAM Systems, Inc.	2,689	$213,372

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$25,934,311	92,224	+1.0%	Shares	Sole	2026-08-14
2026-03-31	$22,142,084	91,349	+1.0%	Shares	Sole	2026-05-15
2025-12-31	$26,790,121	90,443	+2.2%	Shares	Sole	2026-02-12
2025-09-30	$24,961,566	88,466	+0.8%	Shares	Sole	2025-11-10
2025-06-30	$25,868,418	87,755	-3.5%	Shares	Sole	2025-08-11
2025-03-31	$22,614,881	90,947	-0.4%	Shares	Sole	2025-05-13
2024-12-31	$20,064,763	91,274	+3.3%	Shares	Sole	2025-02-03
2024-09-30	$19,525,564	88,319	-0.2%	Shares	Sole	2024-11-04
2024-06-30	$15,305,210	88,495	+3.2%	Shares	Sole	2024-08-09
2024-03-31	$16,380,548	85,780	+8.2%	Shares	Sole	2024-05-15
2023-12-31	$12,966,244	79,280	+11.6%	Shares	Sole	2024-02-14
2023-09-30	$9,965,649	71,031	0.0%	Shares	Sole	2023-11-13
2023-06-30	$9,504,658	71,031	+4.0%	Shares	Sole	2023-08-08
2023-03-31	$8,956,855	68,326	+1.2%	Shares	Sole	2023-05-08
2022-12-31	$9,510,075	67,500	+7.7%	Shares	Sole	2023-02-14
2022-09-30	$7,447,010	62,680	+5.2%	Shares	Sole	2022-11-14
2022-06-30	$8,413,229	59,588	+5.9%	Shares	Sole	2022-08-11
2022-03-31	$7,318,695	56,289	+2.7%	Shares	Sole	2022-05-16
2021-12-31	$7,325,102	54,804	+8.3%	Shares	Sole	2022-03-11
2021-09-30	$7,028,470	50,590	-1.2%	Shares	Sole	2021-11-10
2021-06-30	$7,505,407	51,200	-1.2%	Shares	Sole	2021-08-19
2021-03-31	$6,902,467	51,797	-0.8%	Shares	Sole	2021-04-26
2020-12-31	$6,574,084	52,225	-4.3%	Shares	Sole	2021-02-11
2020-09-30	$6,642,694	54,596	-3.7%	Shares	Sole	2020-10-26
2020-03-31	$6,288,509	56,689	—	Shares	Sole	2020-05-07
No filing history on record for this holder in this stock.