ASSETMARK, INC

Position in IBM — International Business Machines Corp

CIK 1344551 CONCORD, CA

Position in IBM

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

Position Value

$20,766,233

+$5,142,259 QoQ

Shares Held

73,846

+14.6% QoQ

Ownership

0.008%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#384

of 3,634 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

ASSETMARK, INC holds $113,967,957 across 28 Information Technology Services names. IBM ranks #3 (18.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ACN	Accenture plc	219,083	$27,262,688
2	CTSH	Cognizant Technology Solutions Corp	619,651	$23,999,083
3	IBM	International Business Machines Corp This page	73,846	$20,766,233
4	BR	Broadridge Financial Solutions, Inc.	119,983	$16,431,671
5	FIS	Fidelity National Information Services, Inc.	379,150	$14,741,352
6	PSN	Parsons Corp	109,308	$5,726,646
7	CDW	CDW Corp	17,245	$2,425,336
8	JKHY	Jack Henry & Associates Inc	3,852	$530,574

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$20,766,233	73,846	+14.6%	Shares	Sole	2026-07-30
2026-03-31	$15,623,974	64,458	+24.8%	Shares	Sole	2026-05-06
2025-12-31	$15,304,282	51,667	+1.4%	Shares	Sole	2026-01-23
2025-09-30	$14,382,541	50,973	+8.7%	Shares	Sole	2025-11-06
2025-06-30	$13,824,002	46,896	+9.0%	Shares	Sole	2025-08-04
2025-03-31	$10,694,369	43,008	+5.7%	Shares	Sole	2025-05-06
2024-12-31	$8,944,443	40,688	+5.7%	Shares	Sole	2025-02-06
2024-09-30	$8,506,716	38,478	+7.4%	Shares	Sole	2024-11-01
2024-06-30	$6,198,182	35,838	+2.9%	Shares	Sole	2024-08-13
2024-03-31	$6,651,136	34,830	+5.1%	Shares	Sole	2024-05-07
2023-12-31	$5,422,009	33,152	+25.1%	Shares	Sole	2024-02-09
2023-09-30	$3,717,108	26,494	+4.0%	Shares	Sole	2023-10-27
2023-06-30	$3,409,880	25,483	+2.1%	Shares	Defined	2023-08-11
2023-03-31	$3,272,530	24,964	+13.1%	Shares	Defined	2023-05-05
2022-12-31	$3,110,428	22,077	+18.0%	Shares	Defined	2023-02-10
2022-09-30	$2,221,984	18,702	+21.1%	Shares	Sole	2022-11-01
2022-06-30	$2,179,973	15,440	+14.4%	Shares	Sole	2022-08-03
2022-03-31	$1,755,009	13,498	-38.7%	Shares	Sole	2022-05-13
2021-12-31	$2,943,059	22,019	+5.5%	Shares	Sole	2022-02-14
2021-09-30	$2,900,303	20,876	+5.1%	Shares	Sole	2021-11-12
2021-06-30	$2,912,450	19,868	-3.0%	Shares	Sole	2021-08-16
2021-03-31	$2,728,098	20,472	-15.2%	Shares	Sole	2021-05-14
2020-12-31	$3,040,380	24,153	-18.7%	Shares	Sole	2021-02-10
2020-09-30	$3,615,058	29,712	-0.3%	Shares	Sole	2020-11-13
2020-06-30	$3,599,187	29,802	+26.8%	Shares	Sole	2020-08-11
2020-03-31	$2,607,630	23,507	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.