Focus Partners Wealth

Position in IBM — International Business Machines Corp

CIK 1542153 ST LOUIS, MO

Position in IBM

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$95,382,161

-$27,712,051 QoQ

Shares Held

393,507

-5.3% QoQ

Ownership

0.042%

of shares outstanding

% of Portfolio

0.21%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2023

10 quarters on record

Voting authority Sole 36.69843522517342.ToString("F0")% Shared 0.25374065600645973.ToString("F0")% None 63.04782411882012.ToString("F0")%

Technology · as of Mar 31, 2026

Focus Partners Wealth holds $525,858,331 across 28 Information Technology Services names. IBM ranks #2 (18.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ACN	Accenture plc	1,502,940	$298,017,972
2	IBM	International Business Machines Corp This page	393,507	$95,382,161
3	CACI	Caci International Inc /De/	120,814	$65,707,110
4	BR	Broadridge Financial Solutions, Inc.	138,021	$22,425,652
5	LDOS	Leidos Holdings, Inc.	77,273	$12,017,496
6	GDYN	Grid Dynamics Holdings, Inc.	1,036,416	$5,907,571
7	G	Genpact LTD	90,128	$3,357,268
8	IT	Gartner Inc	19,515	$3,090,005

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
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	+1.3%	Shares	Sole	2025-05-20
2024-12-31	$35,265,788	160,423	-48.1%	Shares	Sole	2025-05-29
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.