Bragg Financial Advisors, Inc

Position in IBM — International Business Machines Corp

CIK 1327055 CHARLOTTE, NC

Position in IBM

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$16,834,712

-$3,036,535 QoQ

Shares Held

69,453

+3.5% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

0.65%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Technology · as of Mar 31, 2026

Bragg Financial Advisors, Inc holds $48,638,684 across 4 Information Technology Services names. IBM ranks #1 (34.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	IBM	International Business Machines Corp This page	69,453	$16,834,712
2	SAIC	Science Applications International Corp	168,704	$16,013,383
3	ACN	Accenture plc	60,699	$12,036,004
4	CNXC	Concentrix Corp	137,229	$3,754,585

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$16,834,712	69,453	+3.5%	Shares	Sole	2026-05-15
2025-12-31	$19,871,247	67,085	+2.1%	Shares	Sole	2026-02-13
2025-09-30	$18,531,140	65,676	+0.6%	Shares	Sole	2025-11-13
2025-06-30	$19,234,984	65,252	-2.5%	Shares	Sole	2025-08-14
2025-03-31	$16,647,041	66,947	-1.2%	Shares	Sole	2025-05-14
2024-12-31	$14,891,723	67,742	+1.3%	Shares	Sole	2025-02-13
2024-09-30	$14,786,714	66,884	+3.9%	Shares	Sole	2024-11-14
2024-06-30	$11,135,039	64,383	+2.4%	Shares	Sole	2024-08-15
2024-03-31	$12,011,574	62,901	+0.7%	Shares	Sole	2024-05-14
2023-12-31	$10,215,005	62,458	+3.8%	Shares	Sole	2024-02-14
2023-09-30	$8,440,588	60,161	+3.4%	Shares	Sole	2023-11-14
2023-06-30	$7,787,608	58,199	+8.0%	Shares	Sole	2023-08-15
2023-03-31	$7,066,799	53,908	+0.6%	Shares	Sole	2023-05-15
2022-12-31	$7,550,013	53,588	+3.4%	Shares	Sole	2023-02-15
2022-09-30	$6,159,348	51,842	+3.8%	Shares	Sole	2022-11-14
2022-06-30	$7,052,440	49,950	+8.0%	Shares	Sole	2022-08-15
2022-03-31	$6,013,425	46,250	+14.3%	Shares	Sole	2022-05-11
2021-12-31	$5,408,418	40,464	0.0%	Shares	Sole	2022-02-14
2021-09-30	$5,374,440	40,464	+4.1%	Shares	Sole	2021-11-15
2021-06-30	$5,445,411	38,856	+4.6%	Shares	Sole	2021-08-16
2021-03-31	$4,731,621	37,140	+4.5%	Shares	Sole	2021-05-14
2020-12-31	$4,278,236	35,550	+10.7%	Shares	Sole	2021-02-11
2020-09-30	$3,736,175	32,120	+7.5%	Shares	Sole	2020-11-13
2020-06-30	$3,448,526	29,868	+12.5%	Shares	Sole	2020-08-14
2020-03-31	$2,815,245	26,546	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.