Ballentine Partners, LLC
Position in IBM — International Business Machines Corp
CIK 1374889
Waltham, MA
Position in IBM
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$5,724,590
+$798,985 QoQ
Shares Held
20,357
+0.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#815
of 3,616 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in IBM Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026Ballentine Partners, LLC holds $11,794,087 across 8 Information Technology Services names. IBM ranks #1 (48.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
This page
|
20,357 | $5,724,590 | |
| 2 | ACN |
Accenture plc
|
13,621 | $1,694,995 | |
| 3 | INFY |
Infosys Ltd
|
144,888 | $1,519,874 | |
| 4 | WIT |
Wipro Ltd
|
511,037 | $1,149,832 | |
| 5 | CDW |
CDW Corp
|
5,037 | $708,403 | |
| 6 | BR |
Broadridge Financial Solutions, Inc.
|
2,915 | $399,208 | |
| 7 | JKHY |
Jack Henry & Associates Inc
|
2,284 | $314,597 | |
| 8 | CACI |
Caci International Inc /De/
|
610 | $282,588 |
All Filings in IBM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,724,590 | 20,357 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $4,925,605 | 20,321 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $6,178,642 | 20,859 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $5,843,250 | 20,709 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $6,078,951 | 20,622 | Shares | Other | 2025-07-15 | |
| 2025-03-31 | $5,122,892 | 20,602 | Shares | Other | 2025-05-01 | |
| 2024-12-31 | $4,424,516 | 20,127 | Shares | Other | 2025-01-16 | |
| 2024-09-30 | $4,208,477 | 19,036 | Shares | Other | 2024-10-23 | |
| 2024-06-30 | $2,294,008 | 13,264 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $2,743,521 | 14,367 | Shares | Other | 2024-04-11 | |
| 2023-12-31 | $2,123,859 | 12,986 | Shares | Other | 2024-01-23 | |
| 2023-09-30 | $1,799,486 | 12,826 | Shares | Other | 2023-10-19 | |
| 2023-06-30 | $1,690,287 | 12,632 | Shares | Other | 2023-07-26 | |
| 2023-03-31 | $1,611,488 | 12,293 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $1,745,767 | 12,391 | Shares | Other | 2023-01-27 | |
| 2022-09-30 | $1,293,958 | 10,891 | Shares | Other | 2022-10-26 | |
| 2022-06-30 | $1,381,542 | 9,785 | Shares | Other | 2022-08-09 | |
| 2022-03-31 | $1,228,038 | 9,445 | Shares | Other | 2022-05-05 | |
| 2021-12-31 | $1,258,540 | 9,416 | Shares | Other | 2022-02-14 | |
| 2021-09-30 | $1,238,421 | 8,914 | Shares | Other | 2021-10-27 | |
| 2021-06-30 | $1,297,760 | 8,853 | Shares | Other | 2021-08-12 | |
| 2021-03-31 | $1,198,139 | 8,991 | Shares | Other | 2021-05-11 | |
| 2020-12-31 | $1,291,403 | 10,259 | Shares | Other | 2021-01-25 | |
| 2020-09-30 | $1,237,869 | 10,174 | Shares | Sole | 2020-10-22 | |
| 2020-06-30 | $1,191,878 | 9,869 | Shares | Other | 2020-07-31 | |
| 2020-03-31 | $1,108,522 | 9,993 | Shares | Other | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||