Waverly Advisors, LLC
Position in IBM — International Business Machines Corp
CIK 1568787
BIRMINGHAM, AL
Position in IBM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$40,597,725
+$25,895,075 QoQ
Shares Held
144,368
+138.0% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.53%
of 13F equity value
Holder Rank
#263
of 3,616 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in IBM Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026Waverly Advisors, LLC holds $62,204,383 across 13 Information Technology Services names. IBM ranks #1 (65.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
This page
|
144,368 | $40,597,725 | |
| 2 | ACN |
Accenture plc
|
117,866 | $14,667,245 | |
| 3 | INFY |
Infosys Ltd
|
325,440 | $3,413,865 | |
| 4 | CTSH |
Cognizant Technology Solutions Corp
|
27,510 | $1,065,461 | |
| 5 | IT |
Gartner Inc
|
4,181 | $541,941 | |
| 6 | FIS |
Fidelity National Information Services, Inc.
|
10,542 | $409,872 | |
| 7 | BR |
Broadridge Financial Solutions, Inc.
|
2,711 | $371,271 | |
| 8 | CDW |
CDW Corp
|
2,314 | $325,440 |
All Filings in IBM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $40,597,725 | 144,368 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $14,702,650 | 60,657 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $19,167,749 | 64,710 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $14,756,968 | 52,300 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $13,932,481 | 47,264 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $11,648,975 | 46,847 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $9,210,877 | 41,900 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $7,999,116 | 36,182 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $6,448,786 | 37,287 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $5,775,011 | 30,242 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $3,108,921 | 19,009 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $2,762,786 | 19,692 | Shares | Other | 2023-11-14 | |
| 2023-06-30 | $1,779,003 | 13,295 | Shares | Other | 2023-08-15 | |
| 2023-03-31 | $1,609,785 | 12,280 | Shares | Other | 2023-05-16 | |
| 2022-12-31 | $1,480,894 | 10,511 | Shares | Other | 2023-02-15 | |
| 2022-09-30 | $1,255,821 | 10,570 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $819,748 | 5,806 | Shares | Other | 2022-08-15 | |
| 2022-03-31 | $583,659 | 4,489 | Shares | Other | 2022-05-17 | |
| 2021-12-31 | $582,756 | 4,360 | Shares | Other | 2022-02-15 | |
| 2021-09-30 | $581,838 | 4,188 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $576,391 | 3,932 | Shares | Sole | 2021-08-17 | |
| 2021-03-31 | $541,701 | 4,065 | Shares | Sole | 2021-05-24 | |
| 2020-12-31 | $486,652 | 3,866 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $490,330 | 4,030 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $488,997 | 4,049 | Shares | Sole | 2020-08-17 | |
| 2020-03-31 | $443,165 | 3,995 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||