DIVIDEND ASSETS CAPITAL, LLC

Position in IBM — International Business Machines Corp

CIK 1365167 Ridgeland, SC

Position in IBM

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$652,969

-$381,309 QoQ

Shares Held

2,322

-45.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

#2,294

of 3,615 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

DIVIDEND ASSETS CAPITAL, LLC holds $2,681,156 across 3 Information Technology Services names. IBM ranks #2 (24.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ACN	Accenture plc	14,180	$1,764,559
2	IBM	International Business Machines Corp This page	2,322	$652,969
3	BR	Broadridge Financial Solutions, Inc.	1,925	$263,628

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$652,969	2,322	-45.6%	Shares	Sole	2026-08-12
2026-03-31	$1,034,278	4,267	-6.7%	Shares	Sole	2026-04-28
2025-12-31	$1,353,975	4,571	-25.9%	Shares	Sole	2026-02-12
2025-09-30	$1,740,080	6,167	+4.2%	Shares	Sole	2025-11-12
2025-06-30	$1,744,213	5,917	+0.4%	Shares	Sole	2025-08-14
2025-03-31	$1,465,850	5,895	-7.7%	Shares	Sole	2025-04-15
2024-12-31	$1,404,713	6,390	+0.0%	Shares	Sole	2025-02-03
2024-09-30	$1,412,480	6,389	0.0%	Shares	Sole	2024-11-14
2024-06-30	$1,104,977	6,389	0.0%	Shares	Sole	2024-08-02
2024-03-31	$1,220,043	6,389	-3.2%	Shares	Sole	2024-05-15
2023-12-31	$1,079,266	6,599	-43.1%	Shares	Sole	2024-02-14
2023-09-30	$1,627,339	11,599	-0.7%	Shares	Sole	2023-10-26
2023-06-30	$1,562,633	11,678	-7.3%	Shares	Sole	2023-07-31
2023-03-31	$1,650,816	12,593	0.0%	Shares	Sole	2023-05-16
2022-12-31	$1,774,227	12,593	-8.5%	Shares	Sole	2023-02-10
2022-09-30	$1,635,182	13,763	+0.9%	Shares	Sole	2022-10-18
2022-06-30	$1,925,125	13,635	+0.1%	Shares	Sole	2022-07-15
2022-03-31	$1,770,222	13,615	-0.2%	Shares	Sole	2022-04-12
2021-12-31	$1,823,122	13,640	-63.9%	Shares	Sole	2022-02-23
2021-09-30	$5,243,219	37,740	+3.7%	Shares	Sole	2021-11-01
2021-06-30	$5,334,556	36,391	-10.3%	Shares	Sole	2021-07-23
2021-03-31	$5,409,022	40,590	-3.9%	Shares	Sole	2021-04-28
2020-12-31	$5,314,529	42,219	-9.5%	Shares	Sole	2021-01-22
2020-09-30	$5,674,323	46,637	+3.7%	Shares	Sole	2020-10-19
2020-06-30	$5,433,201	44,988	-10.2%	Shares	Sole	2020-08-03
2020-03-31	$5,555,927	50,085	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.