D.A. DAVIDSON & CO.
Position in IBM — International Business Machines Corp
CIK 1080107
GREAT FALLS, MT
Position in IBM
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$52,052,533
+$8,950,744 QoQ
Shares Held
185,102
+4.1% QoQ
Ownership
0.020%
of shares outstanding
% of Portfolio
0.64%
of 13F equity value
Holder Rank
#227
of 3,616 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in IBM Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026D.A. DAVIDSON & CO. holds $98,952,453 across 9 Information Technology Services names. IBM ranks #1 (52.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
This page
|
185,102 | $52,052,533 | |
| 2 | ACN |
Accenture plc
|
319,809 | $39,797,031 | |
| 3 | BR |
Broadridge Financial Solutions, Inc.
|
27,541 | $3,771,739 | |
| 4 | FIS |
Fidelity National Information Services, Inc.
|
35,922 | $1,396,647 | |
| 5 | CACI |
Caci International Inc /De/
|
1,337 | $619,378 | |
| 6 | JKHY |
Jack Henry & Associates Inc
|
3,356 | $462,255 | |
| 7 | CDW |
CDW Corp
|
2,358 | $331,629 | |
| 8 | APLD |
Applied Digital Corp.
|
7,625 | $284,412 |
All Filings in IBM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $52,052,533 | 185,102 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $43,101,789 | 177,820 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $58,138,025 | 196,273 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $55,825,073 | 197,849 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $58,287,144 | 197,731 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $50,386,473 | 202,632 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $44,666,818 | 203,188 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $45,059,641 | 203,816 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $35,481,211 | 205,153 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $37,202,254 | 194,817 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $31,500,711 | 192,606 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $26,505,616 | 188,921 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $24,370,815 | 182,130 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $23,095,960 | 176,184 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $24,925,836 | 176,917 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $20,605,337 | 173,431 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $23,904,314 | 169,306 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $21,231,875 | 163,297 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $19,698,142 | 147,375 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $22,429,837 | 161,447 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $24,133,404 | 164,632 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $24,609,787 | 184,675 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $24,920,344 | 197,969 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $35,744,574 | 293,783 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $32,791,835 | 271,523 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $35,779,908 | 322,545 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||