EP Wealth Advisors, LLC
Position in IBM — International Business Machines Corp
CIK 1540569
TORRANCE, CA
Position in IBM
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$15,691,518
+$3,237,036 QoQ
Shares Held
55,800
+8.6% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#454
of 3,616 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 90%
Shared 0%
None 10%
Common Shares in IBM Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026EP Wealth Advisors, LLC holds $55,928,906 across 14 Information Technology Services names. IBM ranks #3 (28.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BR |
Broadridge Financial Solutions, Inc.
|
152,268 | $20,853,102 | |
| 2 | ACN |
Accenture plc
|
128,055 | $15,935,164 | |
| 3 | IBM |
International Business Machines Corp
This page
|
55,800 | $15,691,518 | |
| 4 | CDW |
CDW Corp
|
4,712 | $662,695 | |
| 5 | APLD |
Applied Digital Corp.
|
16,986 | $633,577 | |
| 6 | PSN |
Parsons Corp
|
11,105 | $581,790 | |
| 7 | G |
Genpact LTD
|
15,923 | $437,882 | |
| 8 | SAIC |
Science Applications International Corp
|
2,452 | $270,725 |
All Filings in IBM
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,691,518 | 55,800 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $12,454,482 | 51,382 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $15,921,287 | 53,750 | Shares | Sole | 2026-02-18 | |
| 2025-06-30 | $13,666,295 | 46,361 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $9,813,864 | 39,467 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $9,042,487 | 41,134 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $7,755,707 | 35,081 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $5,444,638 | 31,481 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 | $5,399,012 | 28,273 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $4,307,579 | 26,338 | Shares | Sole | 2024-02-28 | |
| 2023-09-30 | $3,738,433 | 26,646 | Shares | Sole | 2023-11-24 | |
| 2023-06-30 | $13,116,725 | 98,025 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $2,721,938 | 117,680 | Shares | Sole | 2023-06-05 | |
| 2022-12-31 | $2,597,729 | 18,438 | Shares | Sole | 2023-06-12 | |
| 2022-09-30 | $2,320,002 | 19,527 | Shares | Sole | 2022-12-02 | |
| 2022-06-30 | $1,762,615 | 12,484 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $1,541,647 | 11,857 | Shares | Sole | 2022-05-20 | |
| 2021-12-31 | $1,437,112 | 10,752 | Shares | Sole | 2022-02-17 | |
| 2021-09-30 | $1,467,517 | 10,563 | Shares | Sole | 2021-11-23 | |
| 2021-06-30 | $1,473,229 | 10,050 | Shares | Sole | 2021-08-24 | |
| 2021-03-31 | $1,130,977 | 8,487 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $913,259 | 7,255 | Shares | Sole | 2021-02-18 | |
| 2020-06-30 | $899,253 | 7,446 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $966,865 | 8,716 | Shares | Sole | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||