Gallagher Fiduciary Advisors, LLC
Position in IBM — International Business Machines Corp
CIK 1527781
ROLLING MEADOWS, IL
Position in IBM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,217,358
+$139,935 QoQ
Shares Held
4,329
-2.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,757
of 3,626 holders
Holding Since
Sep 2023
12 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, 2026Gallagher Fiduciary Advisors, LLC holds $1,733,810 across 3 Information Technology Services names. IBM ranks #1 (70.2% of the industry book) .
All Filings in IBM
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,217,358 | 4,329 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,077,423 | 4,445 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,299,473 | 4,387 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,189,304 | 4,215 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,218,325 | 4,133 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $949,383 | 3,818 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $831,397 | 3,782 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $751,893 | 3,401 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $498,960 | 2,885 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $413,619 | 2,166 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $277,380 | 1,696 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $237,808 | 1,695 | Shares | Defined | 2023-11-14 | |
| No filing history on record for this holder in this stock. | ||||||