NAPLES GLOBAL ADVISORS, LLC

Position in IBM — International Business Machines Corp

CIK 1582151 NAPLES, FL

Position in IBM

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$4,871,119

+$703,708 QoQ

Shares Held

17,322

+0.8% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.42%

of 13F equity value

Holder Rank

#891

of 3,616 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

NAPLES GLOBAL ADVISORS, LLC holds $21,256,383 across 5 Information Technology Services names. IBM ranks #2 (22.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LDOS	Leidos Holdings, Inc.	69,122	$7,117,492
2	IBM	International Business Machines Corp This page	17,322	$4,871,119
3	INFY	Infosys Ltd	386,864	$4,058,203
4	ACN	Accenture plc	28,989	$3,607,391
5	BR	Broadridge Financial Solutions, Inc.	11,699	$1,602,178

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,871,119	17,322	+0.8%	Shares	Sole	2026-07-23
2026-03-31	$4,167,411	17,193	-0.5%	Shares	Sole	2026-04-20
2025-12-31	$5,117,916	17,278	-0.9%	Shares	Sole	2026-02-04
2025-09-30	$4,918,613	17,432	+2.0%	Shares	Sole	2025-10-30
2025-06-30	$5,038,379	17,092	+0.9%	Shares	Sole	2025-07-18
2025-03-31	$4,211,554	16,937	+2.2%	Shares	Sole	2025-04-10
2024-12-31	$3,643,902	16,576	+1.0%	Shares	Sole	2025-01-29
2024-09-30	$3,630,133	16,420	+1.5%	Shares	Sole	2024-10-24
2024-06-30	$2,798,158	16,179	-0.3%	Shares	Sole	2024-07-18
2024-03-31	$3,098,135	16,224	+0.8%	Shares	Sole	2024-04-29
2023-12-31	$2,633,318	16,101	-1.3%	Shares	Sole	2024-01-11
2023-09-30	$2,287,731	16,306	+1.3%	Shares	Sole	2023-10-16
2023-06-30	$2,154,073	16,098	+3.0%	Shares	Sole	2023-07-17
2023-03-31	$2,049,592	15,635	+1.5%	Shares	Sole	2023-04-17
2022-12-31	$2,171,114	15,410	0.0%	Shares	Sole	2023-04-17
2022-09-30	$1,830,862	15,410	+5.5%	Shares	Sole	2022-10-20
2022-06-30	$2,062,785	14,610	+4.3%	Shares	Sole	2022-08-11
2022-03-31	$1,820,930	14,005	+22.8%	Shares	Sole	2022-04-28
2021-12-31	$1,524,926	11,409	+13.3%	Shares	Sole	2022-02-04
2021-09-30	$1,398,469	10,066	+15.3%	Shares	Sole	2021-10-29
2021-06-30	$1,280,170	8,733	+0.2%	Shares	Sole	2021-08-06
2021-03-31	$1,161,360	8,715	+117.9%	Shares	Sole	2021-05-10
2020-12-31	$503,520	4,000	+18.4%	Shares	Sole	2021-02-08
2020-09-30	$411,122	3,379	-5.3%	Shares	Sole	2020-10-26
2020-06-30	$430,786	3,567	+33.3%	Shares	Sole	2020-08-04
2020-03-31	$296,848	2,676	—	Shares	Sole	2020-04-27
No filing history on record for this holder in this stock.