Crestwood Advisors Group, LLC
Position in IBM — International Business Machines Corp
CIK 1426853
BOSTON, MA
Position in IBM
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$9,699,776
+$1,449,306 QoQ
Shares Held
34,493
+1.3% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#590
of 3,616 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in IBM Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026Crestwood Advisors Group, LLC holds $19,923,575 across 12 Information Technology Services names. IBM ranks #1 (48.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
This page
|
34,493 | $9,699,776 | |
| 2 | III |
Information Services Group Inc.
|
819,090 | $3,366,459 | |
| 3 | ACN |
Accenture plc
|
22,291 | $2,773,892 | |
| 4 | IT |
Gartner Inc
|
15,251 | $1,976,834 | |
| 5 | BR |
Broadridge Financial Solutions, Inc.
|
2,792 | $382,364 | |
| 6 | CDW |
CDW Corp
|
2,610 | $367,070 | |
| 7 | JKHY |
Jack Henry & Associates Inc
|
2,118 | $291,733 | |
| 8 | GIB |
Cgi Inc
|
4,308 | $278,167 |
All Filings in IBM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,699,776 | 34,493 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $8,250,470 | 34,038 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $9,770,486 | 32,985 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $8,700,685 | 30,836 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $7,573,487 | 25,692 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $6,126,236 | 24,637 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $5,026,412 | 22,865 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $4,889,405 | 22,116 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $2,606,702 | 15,072 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $2,856,952 | 14,961 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $2,500,188 | 15,287 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $2,017,934 | 14,383 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $1,358,572 | 10,153 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $1,835,522 | 14,002 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $2,253,253 | 15,993 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $2,348,160 | 19,764 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $2,801,068 | 19,839 | Shares | Sole | 2022-07-07 | |
| 2022-03-31 | $2,582,067 | 19,859 | Shares | Sole | 2022-04-12 | |
| 2021-12-31 | $2,829,448 | 21,169 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $2,923,921 | 21,046 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $3,107,707 | 21,200 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $2,812,718 | 21,107 | Shares | Sole | 2021-04-21 | |
| 2020-12-31 | $2,651,285 | 21,062 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $2,091,993 | 17,194 | Shares | Sole | 2020-10-06 | |
| 2020-06-30 | $2,056,592 | 17,029 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $1,481,580 | 13,356 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||