DT Investment Partners, LLC

Position in IBM — International Business Machines Corp

CIK 1537621 CHADDS FORD, PA

Position in IBM

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$974,111

+$134,473 QoQ

Shares Held

3,464

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.28%

of 13F equity value

Holder Rank

#1,923

of 3,626 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 97% Shared 0% None 3%

Technology · as of Jun 30, 2026

DT Investment Partners, LLC holds $1,550,947 across 4 Information Technology Services names. IBM ranks #1 (62.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	IBM	International Business Machines Corp This page	3,464	$974,111
2	BR	Broadridge Financial Solutions, Inc.	3,870	$529,996
3	ACN	Accenture plc	286	$35,589
4	CDW	CDW Corp	80	$11,251

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$974,111	3,464	0.0%	Shares	Sole	2026-07-27
2026-03-31	$839,638	3,464	+5.1%	Shares	Other	2026-05-15
2025-12-31	$976,011	3,295	-10.1%	Shares	Other	2026-02-10
2025-09-30	$1,034,115	3,665	-47.0%	Shares	Other	2025-10-22
2025-06-30	$2,038,108	6,914	-15.1%	Shares	Other	2025-07-22
2025-03-31	$2,026,081	8,148	-8.2%	Shares	Other	2025-04-29
2024-12-31	$1,951,650	8,878	-3.6%	Shares	Other	2025-01-30
2024-09-30	$2,036,588	9,212	+2.5%	Shares	Other	2024-10-23
2024-06-30	$1,554,993	8,991	+1.3%	Shares	Other	2024-07-24
2024-03-31	$1,695,151	8,877	-18.5%	Shares	Other	2024-05-13
2023-12-31	$1,781,222	10,891	-6.6%	Shares	Other	2024-01-31
2023-09-30	$1,636,599	11,665	+0.4%	Shares	Other	2023-10-27
2023-06-30	$1,554,068	11,614	-3.6%	Shares	Other	2023-08-28
2023-03-31	$1,578,978	12,045	+7.5%	Shares	Other	2023-05-03
2022-12-31	$1,578,530	11,204	-0.5%	Shares	Other	2023-01-31
2022-09-30	$1,337,800	11,260	-1.0%	Shares	Other	2022-11-14
2022-06-30	$1,605,612	11,372	-0.8%	Shares	Sole	2022-07-25
2022-03-31	$1,490,158	11,461	+243.3%	Shares	Sole	2022-05-09
2021-12-31	$446,157	3,338	+19.5%	Shares	Sole	2022-02-07
2021-09-30	$388,170	2,794	0.0%	Shares	Sole	2021-10-13
2021-06-30	$409,572	2,794	-58.7%	Shares	Sole	2021-07-26
2021-03-31	$902,303	6,771	0.0%	Shares	Sole	2021-05-06
2020-12-31	$852,333	6,771	-51.7%	Shares	Sole	2021-01-20
2020-09-30	$1,704,961	14,013	-5.3%	Shares	Sole	2020-10-29
2020-06-30	$1,787,999	14,805	+14.4%	Shares	Sole	2020-08-10
2020-03-31	$1,435,433	12,940	—	Shares	Sole	2020-05-08
No filing history on record for this holder in this stock.