WestEnd Advisors, LLC
Position in IBM — International Business Machines Corp
CIK 1351731
CHARLOTTE, NC
Position in IBM
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$4,499
+$864 QoQ
Shares Held
16
+6.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#3,596
of 3,616 holders
Holding Since
Jun 2021
20 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in IBM Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026WestEnd Advisors, LLC holds $7,753 across 7 Information Technology Services names. IBM ranks #1 (58.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
This page
|
16 | $4,499 | |
| 2 | ACN |
Accenture plc
|
10 | $1,244 | |
| 3 | FIS |
Fidelity National Information Services, Inc.
|
18 | $699 | |
| 4 | CDW |
CDW Corp
|
3 | $421 | |
| 5 | JKHY |
Jack Henry & Associates Inc
|
3 | $413 | |
| 6 | CTSH |
Cognizant Technology Solutions Corp
|
9 | $348 | |
| 7 | IT |
Gartner Inc
|
1 | $129 |
All Filings in IBM
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,499 | 16 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $3,635 | 15 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $4,443 | 15 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $5,078 | 18 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $3,832 | 13 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $3,729 | 15 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $879 | 4 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $884 | 4 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $864 | 5 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $954 | 5 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $817 | 5 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $701 | 5 | Shares | Sole | 2023-10-19 | |
| 2023-03-31 | $786 | 6 | Principal | Other | 2023-04-28 | |
| 2022-12-31 | $845 | 6 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $831 | 7 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $1,129 | 8 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $910 | 7 | Principal | Other | 2022-04-26 | |
| 2021-12-31 | $801 | 6 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $833 | 6 | Principal | Sole | 2021-10-26 | |
| 2021-06-30 | $879 | 6 | Principal | Sole | 2021-07-15 | |
| No filing history on record for this holder in this stock. | ||||||