HALBERT HARGROVE GLOBAL ADVISORS, LLC

Position in IBM — International Business Machines Corp

CIK 1484205 LONG BEACH, CA

Position in IBM

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$177,443

+$25,223 QoQ

Shares Held

631

+0.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.45%

of 13F equity value

Holder Rank

#3,385

of 3,616 holders

Holding Since

Jun 2021

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

HALBERT HARGROVE GLOBAL ADVISORS, LLC holds $183,608 across 6 Information Technology Services names. IBM ranks #1 (96.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	IBM	International Business Machines Corp This page	631	$177,443
2	ACN	Accenture plc	28	$3,484
3	KD	Kyndryl Holdings, Inc.	125	$1,413
4	IT	Gartner Inc	5	$648
5	FIS	Fidelity National Information Services, Inc.	10	$388
6	CTSH	Cognizant Technology Solutions Corp	6	$232

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$177,443	631	+0.5%	Shares	Sole	2026-07-21
2026-03-31	$152,220	628	0.0%	Shares	Sole	2026-04-17
2025-12-31	$186,019	628	-9.5%	Shares	Sole	2026-01-23
2025-09-30	$195,819	694	+6840.0%	Shares	Sole	2025-10-16
2025-03-31	$2,486	10	+900.0%	Shares	Sole	2025-04-18
2024-12-31	$219	1	-99.9%	Shares	Sole	2025-07-17
2022-09-30	$224,074	1,886	+7.0%	Shares	Other	2022-10-24
2022-06-30	$248,775	1,762	+13.5%	Shares	Other	2022-08-05
2021-12-31	$207,440	1,552	+6.7%	Shares	Sole	2022-02-14
2021-09-30	$202,004	1,454	-1.6%	Shares	Other	2021-10-29
2021-06-30	$216,660	1,478	—	Shares	Other	2021-07-29
No filing history on record for this holder in this stock.