PRINCIPAL SECURITIES, INC.
Broker-DealerPosition in IBM — International Business Machines Corp
CIK 12600
DES MOINES, IA
Position in IBM
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$7,214,723
+$678,192 QoQ
Shares Held
25,656
-4.9% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#717
of 3,611 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in IBM Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026PRINCIPAL SECURITIES, INC. holds $18,701,836 across 12 Information Technology Services names. IBM ranks #1 (38.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
This page
|
25,656 | $7,214,723 | |
| 2 | ACN |
Accenture plc
|
25,542 | $3,178,446 | |
| 3 | G |
Genpact LTD
|
62,829 | $1,727,797 | |
| 4 | BR |
Broadridge Financial Solutions, Inc.
|
10,844 | $1,485,085 | |
| 5 | FIS |
Fidelity National Information Services, Inc.
|
34,659 | $1,347,541 | |
| 6 | IT |
Gartner Inc
|
7,038 | $912,265 | |
| 7 | CACI |
Caci International Inc /De/
|
1,473 | $682,381 | |
| 8 | SHAZ |
SharonAI Holdings Inc.
|
6,737 | $570,354 |
All Filings in IBM
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,214,723 | 25,656 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $6,536,531 | 26,967 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $7,540,321 | 25,456 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $6,514,792 | 23,089 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $6,403,800 | 21,724 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $4,369,702 | 17,573 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $3,863,072 | 17,573 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $3,454,817 | 15,627 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $4,481,134 | 25,910 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $3,926,901 | 20,564 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $2,472,548 | 15,118 | Shares | Sole | 2024-05-10 | |
| No filing history on record for this holder in this stock. | ||||||