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FIRST TRUST ADVISORS LP

Position in IBM — International Business Machines Corp

CIK 1125816 Wheaton, IL

Position in IBM

as of Jun 30, 2026 · filed Aug 11, 2026
Position Value
$1,026,137,539
+$218,848,676 QoQ
Shares Held
3,649,008
+9.6% QoQ
Ownership
0.387%
of shares outstanding
% of Portfolio
0.63%
of 13F equity value
Holder Rank
#28
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, 2026

FIRST TRUST ADVISORS LP holds $3,435,580,689 across 36 Information Technology Services names. IBM ranks #1 (29.9% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 IBM
International Business Machines Corp
This page
3,649,008 $1,026,137,539

All Filings in IBM

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26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $1,026,137,539 3,649,008
2026-03-31 $807,288,863 3,330,537
2025-12-31 $655,609,590 2,213,327
2025-09-30 $861,400,620 3,052,880
2025-06-30 $644,868,687 2,187,627
2025-03-31 $750,651,077 3,018,785
2024-12-31 $884,593,500 4,023,989
2024-09-30 $703,902,139 3,183,925
2024-06-30 $616,859,554 3,566,693
2024-03-31 $612,326,798 3,206,571
2023-12-31 $511,156,716 3,125,385
2023-09-30 $489,270,293 3,487,315
2023-06-30 $520,404,083 3,889,127
2023-03-31 $504,995,778 3,852,283
2022-12-31 $466,916,644 3,314,051
2022-09-30 $418,447,393 3,521,988
2022-06-30 $531,320,277 3,763,158
2022-03-31 $445,212,143 3,424,182
2021-12-31 $484,481,411 3,624,730
2021-09-30 $437,958,592 3,152,368
2021-06-30 $484,138,383 3,302,670
2021-03-31 $462,674,791 3,471,971
2020-12-31 $406,862,897 3,232,148
2020-09-30 $363,923,693 2,991,072
2020-06-30 $314,612,275 2,605,053
2020-03-31 $242,923,552 2,189,882