Capital Advisors, Ltd. LLC
Position in IBM — International Business Machines Corp
CIK 1597878
SHAKER HEIGHTS, OH
Position in IBM
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$1,294,972
+$166,405 QoQ
Shares Held
4,605
-1.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.50%
of 13F equity value
Holder Rank
#1,696
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, 2026Capital Advisors, Ltd. LLC holds $1,537,928 across 15 Information Technology Services names. IBM ranks #1 (84.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
This page
|
4,605 | $1,294,972 | |
| 2 | ACN |
Accenture plc
|
552 | $68,690 | |
| 3 | BR |
Broadridge Financial Solutions, Inc.
|
392 | $53,684 | |
| 4 | JKHY |
Jack Henry & Associates Inc
|
238 | $32,782 | |
| 5 | CTSH |
Cognizant Technology Solutions Corp
|
636 | $24,632 | |
| 6 | SAIC |
Science Applications International Corp
|
204 | $22,523 | |
| 7 | LDOS |
Leidos Holdings, Inc.
|
212 | $21,829 | |
| 8 | INGM |
Ingram Micro Holding Corp
|
490 | $13,440 |
All Filings in IBM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,294,972 | 4,605 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $1,128,567 | 4,656 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $1,393,668 | 4,705 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $1,320,790 | 4,681 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $1,382,812 | 4,691 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $1,163,480 | 4,679 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $1,025,946 | 4,667 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $1,029,348 | 4,656 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $802,142 | 4,638 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $741,306 | 3,882 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $631,139 | 3,859 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $543,101 | 3,871 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $534,570 | 3,995 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $474,021 | 3,616 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $542,849 | 3,853 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $417,379 | 3,513 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $75,395 | 534 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $72,031 | 554 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $74,047 | 554 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $75,439 | 543 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $79,598 | 543 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $50,239 | 377 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $68,226 | 542 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $85,777 | 705 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $85,022 | 704 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $77,983 | 703 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||