IMA Advisory Services, Inc.
Position in IBM — International Business Machines Corp
CIK 1455495
DENVER, CO
Position in IBM
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,002,794
+$332,586 QoQ
Shares Held
3,566
+29.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#1,894
of 3,616 holders
Holding Since
Mar 2020
20 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, 2026IMA Advisory Services, Inc. holds $1,162,620 across 7 Information Technology Services names. IBM ranks #1 (86.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
This page
|
3,566 | $1,002,794 | |
| 2 | G |
Genpact LTD
|
4,999 | $137,472 | |
| 3 | ACN |
Accenture plc
|
155 | $19,288 | |
| 4 | LDOS |
Leidos Holdings, Inc.
|
17 | $1,750 | |
| 5 | CIFR |
Cipher Digital Inc.
|
36 | $882 | |
| 6 | GDS |
GDS Holdings Ltd
|
9 | $270 | |
| 7 | INGM |
Ingram Micro Holding Corp
|
6 | $164 |
All Filings in IBM
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,002,794 | 3,566 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $670,208 | 2,765 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $820,205 | 2,769 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $2,257 | 8 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $2,358 | 8 | Shares | Sole | 2025-08-08 | |
| 2023-09-30 | $382,177 | 2,724 | Shares | Sole | 2023-11-28 | |
| 2023-06-30 | $364,498 | 2,724 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $357,089 | 2,724 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $383,784 | 2,724 | Shares | Sole | 2023-02-16 | |
| 2022-09-30 | $323,638 | 2,724 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $384,601 | 2,724 | Shares | Sole | 2022-08-18 | |
| 2022-03-31 | $354,174 | 2,724 | Shares | Sole | 2022-06-13 | |
| 2021-12-31 | $364,089 | 2,724 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $378,445 | 2,724 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $399,311 | 2,724 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $363,000 | 2,724 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $342,897 | 2,724 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $331,429 | 2,724 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $328,977 | 2,724 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $302,173 | 2,724 | Shares | Sole | 2020-04-14 | |
| No filing history on record for this holder in this stock. | ||||||