Dana Investment Advisors, Inc.
Position in IBM — International Business Machines Corp
CIK 1427514
BROOKFIELD, WI
Position in IBM
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$496,898
+$55,022 QoQ
Shares Held
1,767
-3.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#2,534
of 3,626 holders
Holding Since
Jun 2021
20 quarters on record
Voting authority
Sole 47%
Shared 0%
None 53%
Common Shares in IBM Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026Dana Investment Advisors, Inc. holds $27,421,323 across 5 Information Technology Services names. IBM ranks #5 (1.8% of the industry book) .
All Filings in IBM
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $496,898 | 1,767 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $441,876 | 1,823 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $526,661 | 1,778 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $519,738 | 1,842 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $916,176 | 3,108 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $772,835 | 3,108 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $683,231 | 3,108 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $694,633 | 3,142 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $556,034 | 3,215 | Shares | Sole | 2024-08-27 | |
| 2024-03-31 | $618,137 | 3,237 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $539,060 | 3,296 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $494,276 | 3,523 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $483,455 | 3,613 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $487,523 | 3,719 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $575,394 | 4,084 | Shares | Sole | 2023-02-13 | |
| 2022-06-30 | $411,004 | 2,911 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $223,764 | 1,721 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $230,028 | 1,721 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $233,958 | 1,684 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $223,842 | 1,527 | Shares | Sole | 2021-08-10 | |
| No filing history on record for this holder in this stock. | ||||||