Position in IBM
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$39,410,456
+$6,636,662 QoQ
Shares Held
140,146
+3.6% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.68%
of 13F equity value
Holder Rank
#271
of 3,616 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in IBM Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026Allworth Financial LP holds $45,515,648 across 50 Information Technology Services names. IBM ranks #1 (86.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
This page
|
140,146 | $39,410,456 | |
| 2 | ACN |
Accenture plc
|
19,105 | $2,377,426 | |
| 3 | IT |
Gartner Inc
|
3,213 | $416,469 | |
| 4 | BR |
Broadridge Financial Solutions, Inc.
|
2,662 | $364,560 | |
| 5 | CTSH |
Cognizant Technology Solutions Corp
|
7,427 | $287,647 | |
| 6 | KD |
Kyndryl Holdings, Inc.
|
20,845 | $235,756 | |
| 7 | FIS |
Fidelity National Information Services, Inc.
|
5,829 | $226,631 | |
| 8 | LDOS |
Leidos Holdings, Inc.
|
2,122 | $218,502 |
All Filings in IBM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $39,410,456 | 140,146 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $32,773,794 | 135,211 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $47,156,335 | 159,199 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $41,323,460 | 146,454 | Shares | Sole | 2025-12-02 | |
| 2025-06-30 | $44,945,401 | 152,471 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $18,709,675 | 75,242 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $13,411,388 | 61,008 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $9,303,488 | 42,082 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $7,298,489 | 42,200 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $5,058,911 | 26,492 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $4,276,177 | 26,146 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $3,487,717 | 24,859 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $3,133,428 | 23,417 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $2,417,692 | 18,443 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $2,893,316 | 20,536 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $2,516,871 | 21,184 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,199,034 | 15,575 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $1,801,817 | 13,858 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $1,565,826 | 11,715 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $1,620,618 | 11,665 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $1,574,229 | 10,739 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $1,287,291 | 9,660 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $1,186,671 | 9,427 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $1,236,532 | 10,163 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $1,212,289 | 10,038 | Shares | Sole | 2020-07-24 | |
| 2020-03-31 | $1,123,720 | 10,130 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||