CLIFFORD SWAN INVESTMENT COUNSEL LLC
Position in IBM — International Business Machines Corp
CIK 1034642
PASADENA, CA
Position in IBM
as of Jun 30, 2026
· filed Aug 20, 2026
Position Value
$9,293,146
+$1,287,975 QoQ
Shares Held
33,047
+0.1% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
#606
of 3,616 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 78%
Shared 0%
None 22%
Common Shares in IBM Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026CLIFFORD SWAN INVESTMENT COUNSEL LLC holds $37,768,292 across 4 Information Technology Services names. IBM ranks #2 (24.6% of the industry book) .
All Filings in IBM
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,293,146 | 33,047 | Shares | Other | 2026-08-20 | |
| 2026-03-31 | $8,005,171 | 33,026 | Shares | Other | 2026-05-06 | |
| 2025-12-31 | $9,832,394 | 33,194 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $9,427,529 | 33,412 | Shares | Other | 2025-11-12 | |
| 2025-06-30 | $10,784,525 | 36,585 | Shares | Other | 2025-07-30 | |
| 2025-03-31 | $9,268,801 | 37,275 | Shares | Other | 2025-05-06 | |
| 2024-12-31 | $8,888,166 | 40,432 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $9,396,121 | 42,501 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $7,525,054 | 43,510 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $8,357,555 | 43,766 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $7,539,491 | 46,099 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $6,737,626 | 48,023 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $6,691,704 | 50,009 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $6,803,046 | 51,896 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $7,505,632 | 53,273 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $6,576,608 | 55,354 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $8,423,395 | 59,660 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $8,514,749 | 65,488 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $12,347,243 | 92,378 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $13,086,236 | 94,193 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $13,949,357 | 95,159 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $13,467,653 | 101,063 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $13,890,232 | 110,345 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $13,578,857 | 111,604 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $13,300,521 | 110,131 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $12,475,628 | 112,464 | Shares | Sole | 2020-04-09 | |
| No filing history on record for this holder in this stock. | ||||||