Plante Moran Financial Advisors, LLC
Position in IBM — International Business Machines Corp
CIK 1424717
SOUTHFIELD, MI
Position in IBM
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$835,474
+$109,274 QoQ
Shares Held
2,971
-0.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.74%
of 13F equity value
Holder Rank
#2,023
of 3,554 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, 2026Plante Moran Financial Advisors, LLC holds $1,127,712 across 16 Information Technology Services names. IBM ranks #1 (74.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
This page
|
2,971 | $835,474 | |
| 2 | LDOS |
Leidos Holdings, Inc.
|
1,224 | $126,035 | |
| 3 | SAIC |
Science Applications International Corp
|
514 | $56,750 | |
| 4 | ACN |
Accenture plc
|
356 | $44,300 | |
| 5 | BR |
Broadridge Financial Solutions, Inc.
|
236 | $32,320 | |
| 6 | CDW |
CDW Corp
|
202 | $28,409 | |
| 7 | GLOB |
Globant S.A.
|
29 | $839 | |
| 8 | KD |
Kyndryl Holdings, Inc.
|
64 | $723 |
All Filings in IBM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $835,474 | 2,971 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $726,200 | 2,996 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $1,121,451 | 3,786 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $838,579 | 2,972 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $889,940 | 3,019 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $985,190 | 3,962 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $1,296,117 | 5,896 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $1,395,014 | 6,310 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $915,424 | 5,293 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $1,010,751 | 5,293 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $767,540 | 4,693 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $666,986 | 4,754 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $613,652 | 4,586 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $572,994 | 4,371 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $689,374 | 4,893 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $576,347 | 4,851 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $783,886 | 5,552 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $682,214 | 5,247 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $797,281 | 5,965 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $490,978 | 3,534 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $657,309 | 4,484 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $606,999 | 4,555 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $624,868 | 4,964 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $651,177 | 5,352 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $580,420 | 4,806 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $559,974 | 5,048 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||