Atria Investments, Inc
Position in IBM — International Business Machines Corp
CIK 1535865
Charlotte, NC
Position in IBM
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$15,981,164
-$106,502 QoQ
Shares Held
56,830
-14.4% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#112
of 1,607 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in IBM Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026Atria Investments, Inc holds $28,955,220 across 16 Information Technology Services names. IBM ranks #1 (55.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
This page
|
56,830 | $15,981,164 | |
| 2 | CDW |
CDW Corp
|
20,474 | $2,879,463 | |
| 3 | ACN |
Accenture plc
|
21,016 | $2,615,231 | |
| 4 | JKHY |
Jack Henry & Associates Inc
|
14,417 | $1,985,797 | |
| 5 | BR |
Broadridge Financial Solutions, Inc.
|
7,385 | $1,011,375 | |
| 6 | FIS |
Fidelity National Information Services, Inc.
|
17,811 | $692,491 | |
| 7 | SAIC |
Science Applications International Corp
|
6,198 | $684,321 | |
| 8 | EPAM |
EPAM Systems, Inc.
|
6,239 | $495,064 |
All Filings in IBM
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,981,164 | 56,830 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $16,087,666 | 66,371 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $21,704,195 | 73,273 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $20,676,120 | 73,278 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $23,743,939 | 80,548 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $20,435,624 | 82,183 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $18,199,286 | 82,788 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $18,121,706 | 81,969 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $13,465,368 | 77,857 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $15,138,163 | 79,274 | Shares | Sole | 2024-05-21 | |
| 2023-12-31 | $12,988,323 | 79,415 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $10,765,780 | 76,734 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $9,721,564 | 72,652 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $9,470,597 | 72,245 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $10,184,656 | 72,288 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $7,388,912 | 62,191 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $8,593,952 | 60,868 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $5,411,302 | 41,619 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $4,294,362 | 32,129 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $5,191,259 | 37,366 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $5,345,550 | 36,466 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $4,627,719 | 34,727 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $3,872,069 | 30,760 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $3,670,296 | 30,166 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $4,378,999 | 36,259 | Shares | Sole | 2020-09-22 | |
| No filing history on record for this holder in this stock. | ||||||