STRATEGY ASSET MANAGERS LLC

Position in IBM — International Business Machines Corp

CIK 1166716 PASADENA, CA

Position in IBM

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$831,819

+$110,224 QoQ

Shares Held

2,958

-0.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.15%

of 13F equity value

Holder Rank

#2,058

of 3,616 holders

Holding Since

Mar 2020

14 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

STRATEGY ASSET MANAGERS LLC holds $1,396,088 across 3 Information Technology Services names. IBM ranks #1 (59.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	IBM	International Business Machines Corp This page	2,958	$831,819
2	JKHY	Jack Henry & Associates Inc	2,127	$292,972
3	BR	Broadridge Financial Solutions, Inc.	1,981	$271,297

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$831,819	2,958	-0.6%	Shares	Sole	2026-08-14
2026-03-31	$721,595	2,977	-14.3%	Shares	Sole	2026-05-12
2025-12-31	$1,028,737	3,473	+4.8%	Shares	Sole	2026-02-11
2025-09-30	$935,360	3,315	+4.0%	Shares	Sole	2025-11-04
2025-06-30	$940,053	3,189	+11.8%	Shares	Sole	2025-08-07
2025-03-31	$709,178	2,852	+8.9%	Shares	Sole	2025-05-09
2022-03-31	$340,652	2,620	-3.1%	Shares	Sole	2022-04-11
2021-09-30	$375,666	2,704	+2.3%	Shares	Sole	2021-12-14
2021-06-30	$387,290	2,642	+9.4%	Shares	Sole	2021-08-04
2021-03-31	$321,689	2,414	-5.4%	Shares	Sole	2021-05-12
2020-12-31	$321,245	2,552	-3.0%	Shares	Sole	2021-02-10
2020-09-30	$320,235	2,632	-3.4%	Shares	Sole	2020-11-03
2020-06-30	$329,219	2,726	+49.7%	Shares	Sole	2020-08-10
2020-03-31	$202,003	1,821	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.