Skip to main content

Bragg Financial Advisors, Inc

Position in IBM — International Business Machines Corp

CIK 1327055 CHARLOTTE, NC

Position in IBM

as of Jun 30, 2026 · filed Aug 12, 2026
Position Value
$20,230,247
+$3,395,535 QoQ
Shares Held
71,940
+3.6% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.62%
of 13F equity value
Holder Rank
#393
of 3,616 holders
Holding Since
Mar 2020
26 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, 2026

Bragg Financial Advisors, Inc holds $50,070,341 across 4 Information Technology Services names. IBM ranks #1 (40.4% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 IBM
International Business Machines Corp
This page
71,940 $20,230,247

All Filings in IBM

Export CSV
26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $20,230,247 71,940
2026-03-31 $16,834,712 69,453
2025-12-31 $19,871,247 67,085
2025-09-30 $18,531,140 65,676
2025-06-30 $19,234,984 65,252
2025-03-31 $16,647,041 66,947
2024-12-31 $14,891,723 67,742
2024-09-30 $14,786,714 66,884
2024-06-30 $11,135,039 64,383
2024-03-31 $12,011,574 62,901
2023-12-31 $10,215,005 62,458
2023-09-30 $8,440,588 60,161
2023-06-30 $7,787,608 58,199
2023-03-31 $7,066,799 53,908
2022-12-31 $7,550,013 53,588
2022-09-30 $6,159,348 51,842
2022-06-30 $7,052,440 49,950
2022-03-31 $6,013,425 46,250
2021-12-31 $5,408,418 40,464
2021-09-30 $5,621,664 40,464
2021-06-30 $5,695,900 38,856
2021-03-31 $4,949,275 37,140
2020-12-31 $4,475,035 35,550
2020-09-30 $3,908,040 32,120
2020-06-30 $3,607,158 29,868
2020-03-31 $2,944,747 26,546