MCDONALD PARTNERS LLC

Position in IBM — International Business Machines Corp

CIK 1331074 Cleveland, OH

Position in IBM

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$3,396,173

-$3,348,086 QoQ

Shares Held

12,077

-56.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.07%

of 13F equity value

Holder Rank

#1,055

of 3,616 holders

Holding Since

Dec 2020

22 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

MCDONALD PARTNERS LLC holds $4,898,055 across 6 Information Technology Services names. IBM ranks #1 (69.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	IBM	International Business Machines Corp This page	12,077	$3,396,173
2	ACN	Accenture plc	7,181	$893,603
3	IT	Gartner Inc	4,590	$594,955
4	JKHY	Jack Henry & Associates Inc	51	$7,024
5	CDW	CDW Corp	37	$5,203
6	KD	Kyndryl Holdings, Inc.	97	$1,097

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,396,173	12,077	-56.6%	Shares	Sole	2026-07-28
2026-03-31	$6,744,259	27,824	+106.9%	Shares	Sole	2026-05-15
2025-12-31	$3,984,320	13,451	-7.5%	Shares	Sole	2026-02-02
2025-09-30	$4,102,606	14,540	-18.4%	Shares	Sole	2025-11-12
2025-06-30	$5,255,337	17,828	-1.1%	Shares	Sole	2025-08-12
2025-03-31	$4,483,588	18,031	-3.7%	Shares	Sole	2025-05-15
2024-12-31	$4,116,536	18,726	+1.8%	Shares	Sole	2025-01-31
2024-09-30	$4,067,208	18,397	+1.2%	Shares	Sole	2024-10-15
2024-06-30	$3,144,576	18,182	+0.6%	Shares	Sole	2024-07-17
2024-03-31	$3,450,838	18,071	-16.1%	Shares	Sole	2024-04-15
2023-12-31	$3,521,231	21,530	+6.9%	Shares	Sole	2024-02-12
2023-09-30	$2,824,800	20,134	+5.2%	Shares	Sole	2023-10-30
2023-06-30	$2,560,052	19,132	+1.8%	Shares	Sole	2023-07-17
2023-03-31	$2,463,312	18,791	+2.9%	Shares	Sole	2023-04-19
2022-12-31	$2,572,933	18,262	-0.8%	Shares	Sole	2023-01-18
2022-09-30	$2,186,579	18,404	-21.3%	Shares	Sole	2022-10-21
2022-06-30	$3,303,563	23,398	+11.0%	Shares	Sole	2022-07-25
2022-03-31	$2,740,431	21,077	+64.0%	Shares	Sole	2022-04-29
2021-09-30	$1,785,112	12,849	-13.1%	Shares	Sole	2021-11-24
2021-06-30	$2,167,626	14,787	+8.7%	Shares	Sole	2021-11-24
2021-03-31	$1,813,401	13,608	-6.2%	Shares	Sole	2021-11-24
2020-12-31	$1,826,519	14,510	—	Shares	Sole	2021-02-16
No filing history on record for this holder in this stock.