EP Wealth Advisors, LLC

Position in IBM — International Business Machines Corp

CIK 1540569 TORRANCE, CA

Position in IBM

as of Mar 31, 2026 · filed May 14, 2026 Compact

Position Value

$12,454,482

-$3,466,805 QoQ

Shares Held

51,382

-4.4% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.18%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

23 quarters on record

Voting authority Sole 96.04336148845898.ToString("F0")% Shared 0.ToString("F0")% None 3.9566385115410068.ToString("F0")%

Technology · as of Mar 31, 2026

EP Wealth Advisors, LLC holds $52,116,655 across 13 Information Technology Services names. IBM ranks #3 (23.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BR	Broadridge Financial Solutions, Inc.	111,921	$18,184,924
2	ACN	Accenture plc	79,265	$15,717,456
3	IBM	International Business Machines Corp This page	51,382	$12,454,482
4	LDOS	Leidos Holdings, Inc.	16,830	$2,617,401
5	G	Genpact LTD	16,880	$628,780
6	PSN	Parsons Corp	10,636	$576,152
7	CDW	CDW Corp	4,129	$499,691
8	CTSH	Cognizant Technology Solutions Corp	7,514	$460,983

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$12,454,482	51,382	-4.4%	Shares	Sole	2026-05-14
2025-12-31	$15,921,287	53,750	+15.9%	Shares	Sole	2026-02-18
2025-06-30	$13,666,295	46,361	+17.5%	Shares	Sole	2025-08-14
2025-03-31	$9,813,864	39,467	-4.1%	Shares	Sole	2025-05-15
2024-12-31	$9,042,487	41,134	+17.3%	Shares	Sole	2025-02-14
2024-09-30	$7,755,707	35,081	+11.4%	Shares	Sole	2024-11-15
2024-06-30	$5,444,638	31,481	+11.3%	Shares	Sole	2024-08-19
2024-03-31	$5,399,012	28,273	+7.3%	Shares	Sole	2024-05-14
2023-12-31	$4,307,579	26,338	-1.2%	Shares	Sole	2024-02-28
2023-09-30	$3,738,433	26,646	-72.8%	Shares	Sole	2023-11-24
2023-06-30	$13,116,725	98,025	-16.7%	Shares	Sole	2023-08-14
2023-03-31	$15,426,671	117,680	+538.2%	Shares	Sole	2023-06-05
2022-12-31	$2,597,729	18,438	-5.6%	Shares	Sole	2023-06-12
2022-09-30	$2,320,002	19,527	+56.4%	Shares	Sole	2022-12-02
2022-06-30	$1,762,615	12,484	+5.3%	Shares	Sole	2022-08-11
2022-03-31	$1,541,647	11,857	+10.3%	Shares	Sole	2022-05-20
2021-12-31	$1,437,112	10,752	+1.8%	Shares	Sole	2022-02-17
2021-09-30	$1,402,980	10,563	+5.1%	Shares	Sole	2021-11-23
2021-06-30	$1,408,441	10,050	+18.4%	Shares	Sole	2021-08-24
2021-03-31	$1,081,240	8,487	+17.0%	Shares	Sole	2021-05-17
2020-12-31	$873,097	7,255	-2.6%	Shares	Sole	2021-02-18
2020-06-30	$859,706	7,446	-14.6%	Shares	Sole	2020-08-14
2020-03-31	$924,345	8,716	—	Shares	Sole	2020-05-18
No filing history on record for this holder in this stock.