COLDSTREAM CAPITAL MANAGEMENT INC
Position in IBM — International Business Machines Corp
CIK 1082339
BELLEVUE, WA
Position in IBM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$13,192,123
+$1,022,692 QoQ
Shares Held
46,912
-6.6% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
#498
of 3,554 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 52%
Shared 0%
None 48%
Common Shares in IBM Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026COLDSTREAM CAPITAL MANAGEMENT INC holds $20,109,123 across 12 Information Technology Services names. IBM ranks #1 (65.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
This page
|
46,912 | $13,192,123 | |
| 2 | ACN |
Accenture plc
|
14,876 | $1,851,169 | |
| 3 | BR |
Broadridge Financial Solutions, Inc.
|
13,403 | $1,835,540 | |
| 4 | CACI |
Caci International Inc /De/
|
1,441 | $667,557 | |
| 5 | LDOS |
Leidos Holdings, Inc.
|
5,039 | $518,865 | |
| 6 | IT |
Gartner Inc
|
3,596 | $466,113 | |
| 7 | CTSH |
Cognizant Technology Solutions Corp
|
10,961 | $424,519 | |
| 8 | FIS |
Fidelity National Information Services, Inc.
|
10,400 | $404,352 |
All Filings in IBM
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,192,123 | 46,912 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $12,169,431 | 50,206 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $15,503,038 | 52,338 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $15,152,274 | 53,701 | Shares | Sole | 2025-11-19 | |
| 2025-06-30 | $13,996,449 | 47,481 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $10,147,068 | 40,807 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $8,959,611 | 40,757 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $8,782,181 | 39,724 | Shares | Sole | 2024-11-18 | |
| 2024-06-30 | $6,866,460 | 39,702 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $7,491,360 | 39,230 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $6,462,024 | 39,511 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $5,472,541 | 39,006 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $5,072,201 | 37,906 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $5,067,152 | 38,654 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $5,371,431 | 38,125 | Shares | Sole | 2023-01-10 | |
| 2022-06-30 | $1,646,981 | 11,665 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $1,330,234 | 10,231 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $976,252 | 7,304 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $781,342 | 5,624 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $536,519 | 3,660 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $669,098 | 5,021 | Shares | Sole | 2021-06-16 | |
| 2020-12-31 | $708,452 | 5,628 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $565,643 | 4,649 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $575,469 | 4,765 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $532,242 | 4,798 | Shares | Sole | 2020-05-27 | |
| No filing history on record for this holder in this stock. | ||||||