Hamilton Point Investment Advisors, LLC

Position in IBM — International Business Machines Corp

CIK 1599746 CHAPEL HILL, NC

Position in IBM

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$7,557,518

+$1,050,074 QoQ

Shares Held

26,875

+0.1% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

1.38%

of 13F equity value

Holder Rank

#699

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

Hamilton Point Investment Advisors, LLC holds $13,925,132 across 3 Information Technology Services names. IBM ranks #1 (54.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	IBM	International Business Machines Corp This page	26,875	$7,557,518
2	ACN	Accenture plc	26,340	$3,277,749
3	BR	Broadridge Financial Solutions, Inc.	22,562	$3,089,865

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$7,557,518	26,875	+0.1%	Shares	Sole	2026-07-28
2026-03-31	$6,507,444	26,847	-0.5%	Shares	Sole	2026-05-06
2025-12-31	$7,994,707	26,990	-0.9%	Shares	Sole	2026-02-12
2025-09-30	$7,681,806	27,225	+0.1%	Shares	Sole	2025-10-20
2025-06-30	$8,013,594	27,185	-1.4%	Shares	Sole	2025-07-28
2025-03-31	$6,858,788	27,583	+1.0%	Shares	Sole	2025-05-06
2024-12-31	$6,005,315	27,318	+2.2%	Shares	Sole	2025-01-23
2024-09-30	$5,911,458	26,739	+67.7%	Shares	Sole	2024-11-12
2024-06-30	$2,756,823	15,940	+0.9%	Shares	Sole	2024-08-06
2024-03-31	$3,015,640	15,792	-1.7%	Shares	Sole	2024-05-07
2023-12-31	$2,626,613	16,060	+0.8%	Shares	Sole	2024-01-30
2023-09-30	$2,234,417	15,926	-6.6%	Shares	Sole	2023-11-09
2023-06-30	$2,281,326	17,049	-2.7%	Shares	Sole	2023-08-03
2023-03-31	$2,297,090	17,523	+2.0%	Shares	Sole	2023-05-10
2022-12-31	$2,419,785	17,175	+0.6%	Shares	Sole	2023-01-30
2022-09-30	$2,029,155	17,079	+5.1%	Shares	Sole	2022-11-08
2022-06-30	$2,293,490	16,244	+1.7%	Shares	Sole	2022-07-26
2022-03-31	$2,076,289	15,969	+8.4%	Shares	Sole	2022-05-12
2021-12-31	$1,969,079	14,732	-10.5%	Shares	Sole	2022-02-07
2021-09-30	$2,286,093	16,455	+1.1%	Shares	Sole	2021-10-26
2021-06-30	$2,385,459	16,273	+0.0%	Shares	Sole	2021-08-02
2021-03-31	$2,168,139	16,270	+1.3%	Shares	Sole	2021-05-11
2020-12-31	$2,021,129	16,056	+0.3%	Shares	Sole	2021-02-04
2020-09-30	$1,947,571	16,007	+2.0%	Shares	Sole	2020-11-03
2020-06-30	$1,894,519	15,687	+2.7%	Shares	Sole	2020-08-03
2020-03-31	$1,694,899	15,279	—	Shares	Sole	2020-05-11
No filing history on record for this holder in this stock.