Dynamic Advisor Solutions LLC
Position in IBM — International Business Machines Corp
CIK 1599747
PHOENIX, AZ
Position in IBM
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$8,002,392
+$1,397,750 QoQ
Shares Held
28,457
+4.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.58%
of 13F equity value
Holder Rank
#676
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, 2026Dynamic Advisor Solutions LLC holds $11,741,067 across 7 Information Technology Services names. IBM ranks #1 (68.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
This page
|
28,457 | $8,002,392 | |
| 2 | ACN |
Accenture plc
|
19,455 | $2,420,980 | |
| 3 | DXC |
DXC Technology Co
|
57,270 | $506,839 | |
| 4 | APLD |
Applied Digital Corp.
|
9,702 | $361,884 | |
| 5 | FIS |
Fidelity National Information Services, Inc.
|
6,316 | $245,566 | |
| 6 | WIT |
Wipro Ltd
|
49,655 | $111,723 | |
| 7 | BBAI |
BigBear.ai Holdings, Inc.
|
24,982 | $91,683 |
All Filings in IBM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,002,392 | 28,457 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $6,604,642 | 27,248 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $7,850,453 | 26,503 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $8,708,021 | 30,862 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $8,952,173 | 30,369 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $8,505,663 | 34,206 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $8,169,981 | 37,165 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $8,243,409 | 37,287 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $6,422,498 | 37,135 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $3,335,307 | 17,466 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $3,416,723 | 20,891 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $2,882,603 | 20,546 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $2,656,931 | 19,856 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $4,402,788 | 33,586 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $5,290,419 | 37,550 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $3,876,176 | 32,625 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $3,265,724 | 23,130 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $2,569,195 | 19,760 | Shares | Sole | 2022-04-11 | |
| 2021-12-31 | $1,783,024 | 13,340 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $2,561,314 | 18,436 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $1,916,224 | 13,072 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $1,715,589 | 12,874 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $403,067 | 3,202 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $387,518 | 3,185 | Shares | Sole | 2020-10-27 | |
| 2020-06-30 | $384,290 | 3,182 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $346,323 | 3,122 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||