UNITED CAPITAL FINANCIAL ADVISORS, LLC
Position in IBM — International Business Machines Corp
CIK 1463217
IRVING, TX
Position in IBM
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$17,193,179
+$3,831,916 QoQ
Shares Held
61,140
+10.9% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#434
of 3,615 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)
Derivatives in IBM
reported options exposure · as of Jun 30, 2026CallValue
$0
CallShares
0
PutValue
$421,815
PutShares
1,500
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Information Technology Services
Technology · as of Jun 30, 2026UNITED CAPITAL FINANCIAL ADVISORS, LLC holds $39,702,704 across 17 Information Technology Services names. IBM ranks #1 (43.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
This page
|
61,140 | $17,193,179 | |
| 2 | ACN |
Accenture plc
|
83,027 | $10,331,879 | |
| 3 | CACI |
Caci International Inc /De/
|
10,957 | $5,075,939 | |
| 4 | FIS |
Fidelity National Information Services, Inc.
|
28,117 | $1,093,188 | |
| 5 | IT |
Gartner Inc
|
8,404 | $1,089,326 | |
| 6 | CTSH |
Cognizant Technology Solutions Corp
|
27,126 | $1,050,589 | |
| 7 | BR |
Broadridge Financial Solutions, Inc.
|
5,563 | $761,852 | |
| 8 | CDW |
CDW Corp
|
4,288 | $603,064 |
All Filings in IBM
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,193,179 | 61,140 | Shares | Defined | 2026-08-17 | |
| 2026-06-30 | $421,815 | 1,500 | Put | Defined | 2026-08-17 | |
| 2026-03-31 | $13,361,263 | 55,123 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $16,075,612 | 54,271 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $12,990,364 | 46,039 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $13,263,920 | 44,996 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $10,821,434 | 43,519 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $9,265,614 | 42,149 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $9,737,910 | 44,047 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $8,123,980 | 46,973 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $13,563,506 | 71,028 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $11,919,360 | 72,879 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $13,073,574 | 93,183 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $13,841,172 | 103,439 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $15,088,459 | 115,100 | Shares | Defined | 2023-08-15 | |
| 2022-12-31 | $19,253,182 | 136,654 | Shares | Defined | 2023-02-15 | |
| 2022-09-30 | $18,553,369 | 156,160 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $22,711,964 | 160,861 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $20,526,907 | 157,875 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $21,264,236 | 159,092 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $22,107,519 | 159,127 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $25,126,111 | 171,404 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $20,761,105 | 155,794 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $20,285,693 | 161,151 | Shares | Defined | 2021-02-17 | |
| 2020-09-30 | $20,142,223 | 165,548 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $20,216,899 | 167,400 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $18,707,452 | 168,642 | Shares | Defined | 2020-08-11 | |
| No filing history on record for this holder in this stock. | ||||||