Allen Capital Group, LLC

Position in IBM — International Business Machines Corp

CIK 1601384 GRAND ISLAND, NE

Position in IBM

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$1,418,704

+$120,948 QoQ

Shares Held

5,045

-5.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.28%

of 13F equity value

Holder Rank

#1,598

of 3,554 holders

Holding Since

Mar 2021

21 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Allen Capital Group, LLC holds $8,219,781 across 5 Information Technology Services names. IBM ranks #3 (17.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ACN	Accenture plc	25,429	$3,164,384
2	BR	Broadridge Financial Solutions, Inc.	22,789	$3,120,953
3	IBM	International Business Machines Corp This page	5,045	$1,418,704
4	EFOR	Everforth Inc	21,830	$390,102
5	VRRM	VERRA MOBILITY Corp	29,562	$125,638

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,418,704	5,045	-5.8%	Shares	Sole	2026-07-27
2026-03-31	$1,297,756	5,354	+0.6%	Shares	Sole	2026-05-27
2025-12-31	$1,576,133	5,321	+4.5%	Shares	Sole	2026-02-09
2025-09-30	$1,436,758	5,092	-3.0%	Shares	Sole	2025-10-27
2025-06-30	$1,546,710	5,247	+1.1%	Shares	Sole	2025-08-12
2025-03-31	$1,290,794	5,191	-77.4%	Shares	Sole	2025-05-02
2024-12-31	$5,059,827	23,017	+3.5%	Shares	Sole	2025-01-23
2024-09-30	$4,918,145	22,246	+1.9%	Shares	Sole	2024-11-12
2024-06-30	$3,776,882	21,838	+2.0%	Shares	Sole	2024-08-12
2024-03-31	$4,089,981	21,418	-4.8%	Shares	Sole	2024-04-15
2023-12-31	$3,680,692	22,505	-6.0%	Shares	Sole	2024-01-30
2023-09-30	$3,359,623	23,946	-4.0%	Shares	Sole	2023-11-01
2023-06-30	$3,336,819	24,937	-3.4%	Shares	Sole	2023-07-24
2023-03-31	$3,384,481	25,818	+20.4%	Shares	Sole	2023-04-28
2022-09-30	$2,547,880	21,445	+8.1%	Shares	Sole	2022-11-09
2022-06-30	$2,800,927	19,838	+4.7%	Shares	Sole	2022-07-27
2022-03-31	$2,463,879	18,950	+4.5%	Shares	Sole	2022-05-10
2021-12-31	$2,423,790	18,134	+8.6%	Shares	Sole	2022-01-31
2021-09-30	$2,319,575	16,696	+12.4%	Shares	Sole	2021-10-22
2021-06-30	$2,177,740	14,856	+3.8%	Shares	Sole	2021-07-20
2021-03-31	$1,907,083	14,311	—	Shares	Sole	2021-04-29
No filing history on record for this holder in this stock.