Formidable Asset Management, LLC

Position in IBM — International Business Machines Corp

CIK 1592613 CINCINNATI, OH

Position in IBM

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$4,492,329

+$867,387 QoQ

Shares Held

15,975

+6.8% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.87%

of 13F equity value

Holder Rank

#927

of 3,616 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Formidable Asset Management, LLC holds $6,060,804 across 3 Information Technology Services names. IBM ranks #1 (74.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	IBM	International Business Machines Corp This page	15,975	$4,492,329
2	ACN	Accenture plc	6,864	$854,156
3	JKHY	Jack Henry & Associates Inc	5,186	$714,319

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,492,329	15,975	+6.8%	Shares	Sole	2026-07-17
2026-03-31	$3,624,942	14,955	+1.6%	Shares	Sole	2026-04-22
2025-12-31	$4,359,618	14,718	+13.8%	Shares	Sole	2026-01-16
2025-09-30	$3,649,175	12,933	-0.2%	Shares	Sole	2025-10-29
2025-06-30	$3,818,580	12,954	0.0%	Shares	Sole	2025-07-16
2025-03-31	$3,221,141	12,954	+2.1%	Shares	Sole	2025-05-05
2024-12-31	$2,788,323	12,684	+73.9%	Shares	Sole	2025-02-19
2024-09-30	$1,612,778	7,295	-7.5%	Shares	Sole	2024-11-12
2024-06-30	$1,364,056	7,887	+8.3%	Shares	Sole	2024-08-08
2024-03-31	$1,390,379	7,281	+149.7%	Shares	Sole	2024-05-15
2023-12-31	$476,911	2,916	-9.1%	Shares	Sole	2024-02-07
2023-09-30	$450,082	3,208	-2.1%	Shares	Sole	2023-11-09
2023-06-30	$438,361	3,276	-0.3%	Shares	Sole	2023-08-15
2023-03-31	$430,761	3,286	0.0%	Shares	Sole	2023-05-09
2022-12-31	$462,964	3,286	0.0%	Shares	Sole	2023-02-07
2022-09-30	$390,409	3,286	0.0%	Shares	Sole	2022-11-14
2022-06-30	$463,950	3,286	+12.6%	Shares	Sole	2022-08-18
2022-03-31	$379,528	2,919	-0.4%	Shares	Sole	2022-05-04
2021-12-31	$391,757	2,931	+30.7%	Shares	Sole	2022-02-07
2021-09-30	$311,481	2,242	0.0%	Shares	Sole	2021-11-10
2021-06-30	$328,654	2,242	-17.6%	Shares	Sole	2021-08-16
2021-03-31	$362,467	2,720	+13.4%	Shares	Sole	2021-05-12
2020-12-31	$301,986	2,399	0.0%	Shares	Sole	2021-01-29
2020-09-30	$291,886	2,399	+8.9%	Shares	Sole	2020-12-14
2020-06-30	$265,935	2,202	-3.8%	Shares	Sole	2020-08-13
2020-03-31	$253,807	2,288	—	Shares	Sole	2020-06-01
No filing history on record for this holder in this stock.