Focus Partners Wealth

Position in IBM — International Business Machines Corp

CIK 1542153 ST LOUIS, MO

Position in IBM

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$106,781,061

+$11,398,900 QoQ

Shares Held

379,720

-3.5% QoQ

Ownership

0.040%

of shares outstanding

% of Portfolio

0.21%

of 13F equity value

Holder Rank

#142

of 3,627 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 36% Shared 0% None 64%

Technology · as of Jun 30, 2026

Focus Partners Wealth holds $337,757,715 across 27 Information Technology Services names. IBM ranks #2 (31.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ACN	Accenture plc	995,439	$123,872,429
2	IBM	International Business Machines Corp This page	379,720	$106,781,061
3	CACI	Caci International Inc /De/	117,272	$54,327,426
4	APLD	Applied Digital Corp.	428,376	$15,978,424
5	BR	Broadridge Financial Solutions, Inc.	91,569	$12,540,374
6	GDYN	Grid Dynamics Holdings, Inc.	1,027,656	$5,837,086
7	CDW	CDW Corp	20,261	$2,849,507
8	WYY	Widepoint Corp	157,046	$2,748,305

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$106,781,061	379,720	-3.5%	Shares	Sole	2026-08-12
2026-03-31	$95,382,161	393,507	-5.3%	Shares	Sole	2026-05-15
2025-12-31	$123,094,212	415,564	+88.3%	Shares	Sole	2026-02-13
2025-09-30	$62,261,425	220,660	+10.6%	Shares	Sole	2025-11-14
2025-06-30	$58,832,781	199,582	+22.8%	Shares	Sole	2025-08-14
2025-03-31	$40,399,044	162,467	+4.0%	Shares	Sole	2025-05-20
2024-12-31	$34,329,312	156,163	-49.5%	Shares	Sole	2025-05-20
2024-09-30	$68,319,910	309,028	+48.3%	Shares	Sole	2024-11-14
2024-06-30	$36,049,698	208,440	+120.8%	Shares	Sole	2024-08-15
2024-03-31	$18,022,995	94,381	+55.4%	Shares	Sole	2024-05-16
2023-12-31	$9,931,900	60,727	—	Shares	Sole	2024-02-15
No filing history on record for this holder in this stock.