HBK Sorce Advisory LLC

Position in IBM — International Business Machines Corp

CIK 1379995 ERIE, PA

Position in IBM

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$6,177,902

+$1,026,873 QoQ

Shares Held

21,969

+3.4% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.33%

of 13F equity value

Holder Rank

#782

of 3,615 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

HBK Sorce Advisory LLC holds $11,337,177 across 3 Information Technology Services names. IBM ranks #1 (54.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	IBM	International Business Machines Corp This page	21,969	$6,177,902
2	ACN	Accenture plc	28,291	$3,520,532
3	BR	Broadridge Financial Solutions, Inc.	11,966	$1,638,743

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,177,902	21,969	+3.4%	Shares	Sole	2026-08-06
2026-03-31	$5,151,029	21,251	+8.5%	Shares	Sole	2026-05-11
2025-12-31	$5,801,272	19,585	+2.9%	Shares	Sole	2026-02-09
2025-09-30	$5,368,094	19,025	+3.1%	Shares	Sole	2025-10-16
2025-06-30	$5,438,691	18,450	+2.4%	Shares	Sole	2025-08-04
2025-03-31	$4,478,615	18,011	+4.2%	Shares	Sole	2025-04-23
2024-12-31	$3,799,541	17,284	-0.5%	Shares	Sole	2025-02-10
2024-09-30	$3,841,707	17,377	+2.9%	Shares	Sole	2024-11-12
2024-06-30	$2,921,817	16,894	-6.0%	Shares	Sole	2024-08-08
2024-03-31	$3,430,405	17,964	-2.9%	Shares	Sole	2024-05-09
2023-12-31	$3,024,693	18,494	+2.8%	Shares	Sole	2024-01-25
2023-09-30	$2,523,155	17,984	+11.9%	Shares	Sole	2023-11-06
2023-06-30	$2,149,791	16,066	-8.4%	Shares	Sole	2023-08-04
2023-03-31	$2,298,663	17,535	-73.6%	Shares	Sole	2023-08-15
2022-12-31	$9,358,477	66,424	+96.4%	Shares	Sole	2023-02-09
2022-09-30	$4,017,797	33,817	+150.6%	Shares	Sole	2022-11-14
2022-06-30	$1,905,076	13,493	-52.7%	Shares	Sole	2022-08-15
2022-03-31	$3,711,680	28,547	+2.6%	Shares	Sole	2022-05-13
2021-12-31	$3,718,421	27,820	+2.0%	Shares	Sole	2022-02-15
2021-09-30	$3,788,899	27,272	-7.7%	Shares	Sole	2021-11-15
2021-06-30	$4,333,640	29,563	-0.1%	Shares	Sole	2021-08-12
2021-03-31	$3,942,363	29,584	+78.8%	Shares	Sole	2021-05-14
2020-12-31	$2,082,307	16,542	-3.7%	Shares	Sole	2021-02-12
2020-09-30	$2,090,412	17,181	-2.9%	Shares	Sole	2020-11-13
2020-06-30	$2,137,629	17,700	+14.1%	Shares	Sole	2020-08-14
2020-03-31	$1,720,856	15,513	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.