JFS WEALTH ADVISORS, LLC
Position in IBM — International Business Machines Corp
CIK 1568068
HERMITAGE, PA
Position in IBM
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$3,145,333
+$405,842 QoQ
Shares Held
11,185
-1.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.02%
of 13F equity value
Holder Rank
#1,073
of 3,554 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, 2026JFS WEALTH ADVISORS, LLC holds $3,412,976 across 25 Information Technology Services names. IBM ranks #1 (92.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
This page
|
11,185 | $3,145,333 | |
| 2 | ACN |
Accenture plc
|
942 | $117,222 | |
| 3 | CDW |
CDW Corp
|
382 | $53,724 | |
| 4 | CACI |
Caci International Inc /De/
|
32 | $14,824 | |
| 5 | BR |
Broadridge Financial Solutions, Inc.
|
103 | $14,105 | |
| 6 | FIS |
Fidelity National Information Services, Inc.
|
263 | $10,225 | |
| 7 | INFY |
Infosys Ltd
|
944 | $9,902 | |
| 8 | LDOS |
Leidos Holdings, Inc.
|
95 | $9,782 |
All Filings in IBM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,145,333 | 11,185 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $2,739,491 | 11,302 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $3,341,841 | 11,282 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $3,637,324 | 12,891 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $3,829,781 | 12,992 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $3,378,294 | 13,586 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $2,190,386 | 9,964 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $2,175,869 | 9,842 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $1,871,146 | 10,819 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $2,252,755 | 11,797 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $2,006,431 | 12,268 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $1,798,646 | 12,820 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $1,729,628 | 12,926 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $1,688,963 | 12,884 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $1,815,790 | 12,888 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $1,147,823 | 9,661 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $1,283,840 | 9,093 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $1,145,866 | 8,813 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $1,162,307 | 8,696 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $1,123,249 | 8,085 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $1,026,129 | 7,000 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $979,460 | 7,350 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $974,689 | 7,743 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $783,189 | 6,437 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $753,242 | 6,237 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $458,917 | 4,137 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||