ATWOOD & PALMER INC

Position in IBM — International Business Machines Corp

CIK 1044929 KANSAS CITY, MO

Position in IBM

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$1,181,082

+$162,075 QoQ

Shares Held

4,200

-0.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#143

of 351 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Technology · as of Jun 30, 2026

ATWOOD & PALMER INC holds $55,615,775 across 5 Information Technology Services names. IBM ranks #4 (2.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LDOS	Leidos Holdings, Inc.	258,982	$26,667,376
2	CDW	CDW Corp	157,897	$22,206,634
3	JKHY	Jack Henry & Associates Inc	40,316	$5,553,125
4	IBM	International Business Machines Corp This page	4,200	$1,181,082
5	INOD	Innodata Inc	100	$7,558

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,181,082	4,200	-0.1%	Shares	Sole	2026-07-08
2026-03-31	$1,019,007	4,204	+0.1%	Shares	Sole	2026-04-15
2025-12-31	$1,244,082	4,200	0.0%	Shares	Sole	2026-01-28
2025-09-30	$1,185,072	4,200	0.0%	Shares	Sole	2025-10-15
2025-06-30	$1,238,076	4,200	+1.2%	Shares	Sole	2025-07-08
2025-03-31	$1,031,690	4,149	-21.7%	Shares	Sole	2025-04-15
2024-12-31	$1,164,879	5,299	0.0%	Shares	Sole	2025-01-16
2024-09-30	$1,171,502	5,299	0.0%	Shares	Sole	2024-10-07
2024-06-30	$916,462	5,299	0.0%	Shares	Sole	2024-07-10
2024-03-31	$1,011,897	5,299	+3.2%	Shares	Sole	2024-04-10
2023-12-31	$839,829	5,135	+4.8%	Shares	Sole	2024-01-12
2023-09-30	$687,470	4,900	0.0%	Shares	Sole	2023-10-20
2023-06-30	$655,669	4,900	0.0%	Shares	Sole	2023-07-18
2023-03-31	$642,341	4,900	0.0%	Shares	Sole	2023-04-21
2022-12-31	$690,361	4,900	0.0%	Shares	Sole	2023-01-31
2022-09-30	$582,169	4,900	0.0%	Shares	Sole	2022-10-12
2022-06-30	$691,831	4,900	-6.7%	Shares	Sole	2022-07-21
2022-03-31	$682,605	5,250	-9.4%	Shares	Sole	2022-04-29
2021-12-31	$774,559	5,795	-3.6%	Shares	Sole	2022-01-24
2021-09-30	$798,250	6,010	+0.8%	Shares	Sole	2021-10-29
2021-06-30	$835,955	5,965	-4.7%	Shares	Sole	2021-07-26
2021-03-31	$797,266	6,258	-2.2%	Shares	Sole	2021-04-26
2020-12-31	$770,202	6,400	+3.2%	Shares	Sole	2021-02-04
2020-09-30	$721,179	6,200	-1.2%	Shares	Sole	2020-10-28
2020-06-30	$724,504	6,275	0.0%	Shares	Sole	2020-07-24
2020-03-31	$665,473	6,275	—	Shares	Sole	2020-04-20
No filing history on record for this holder in this stock.