Forvis Mazars Wealth Advisors, LLC

Position in IBM — International Business Machines Corp

CIK 1352864 Springfield, MO

Position in IBM

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$10,460,730

+$1,348,321 QoQ

Shares Held

37,199

-1.1% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.67%

of 13F equity value

Holder Rank

#570

of 3,627 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 1% Shared 0% None 99%

Technology · as of Jun 30, 2026

Forvis Mazars Wealth Advisors, LLC holds $30,151,509 across 3 Information Technology Services names. IBM ranks #2 (34.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JKHY	Jack Henry & Associates Inc	126,378	$17,407,305
2	IBM	International Business Machines Corp This page	37,199	$10,460,730
3	ACN	Accenture plc	18,350	$2,283,474

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$10,460,730	37,199	-1.1%	Shares	Sole	2026-08-10
2026-03-31	$9,112,409	37,594	+0.3%	Shares	Sole	2026-05-01
2025-12-31	$11,097,803	37,466	-2.8%	Shares	Sole	2026-02-10
2025-09-30	$10,878,114	38,553	+0.8%	Shares	Sole	2025-10-30
2025-06-30	$11,272,387	38,240	-0.3%	Shares	Sole	2025-07-29
2025-03-31	$9,532,629	38,336	+16.5%	Shares	Sole	2025-05-13
2024-12-31	$7,234,605	32,910	-2.4%	Shares	Sole	2025-02-04
2024-09-30	$7,457,028	33,730	-7.9%	Shares	Sole	2024-11-14
2024-06-30	$6,333,774	36,622	+9.0%	Shares	Sole	2024-08-09
2024-03-31	$6,418,356	33,611	-7.9%	Shares	Sole	2024-04-19
2023-12-31	$5,967,939	36,490	-4.8%	Shares	Sole	2024-01-11
2023-09-30	$5,375,313	38,313	-22.2%	Shares	Sole	2023-10-26
2023-06-30	$6,592,283	49,266	+36.1%	Shares	Sole	2023-08-08
2023-03-31	$4,744,016	36,189	+0.5%	Shares	Sole	2023-04-27
2022-12-31	$5,073,167	36,008	+4.0%	Shares	Sole	2023-02-03
2022-09-30	$4,112,964	34,618	+3.8%	Shares	Sole	2022-10-14
2022-06-30	$4,710,380	33,362	+12.8%	Shares	Sole	2022-07-22
2022-03-31	$3,844,951	29,572	+10.6%	Shares	Sole	2022-05-10
2021-12-31	$3,572,197	26,726	+6.6%	Shares	Sole	2022-01-14
2021-09-30	$3,483,114	25,071	+6.6%	Shares	Sole	2021-10-14
2021-06-30	$3,447,356	23,517	+4.0%	Shares	Sole	2021-07-14
2021-03-31	$3,012,608	22,607	+17.5%	Shares	Sole	2021-04-23
2020-12-31	$2,422,057	19,241	+20.1%	Shares	Sole	2021-01-22
2020-09-30	$1,949,031	16,019	+23.3%	Shares	Sole	2020-11-05
2020-06-30	$1,568,440	12,987	+63.7%	Shares	Sole	2020-07-15
2020-03-31	$879,785	7,931	—	Shares	Sole	2020-04-10
No filing history on record for this holder in this stock.