Merit Financial Group, LLC
Position in IBM — International Business Machines Corp
CIK 1621225
ALPHARETTA, GA
Position in IBM
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$15,514,349
+$2,969,700 QoQ
Shares Held
55,170
+6.6% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#456
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, 2026Merit Financial Group, LLC holds $31,500,289 across 25 Information Technology Services names. IBM ranks #1 (49.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
This page
|
55,170 | $15,514,349 | |
| 2 | ACN |
Accenture plc
|
27,881 | $3,469,507 | |
| 3 | IT |
Gartner Inc
|
12,579 | $1,630,486 | |
| 4 | EPAM |
EPAM Systems, Inc.
|
17,802 | $1,412,586 | |
| 5 | BR |
Broadridge Financial Solutions, Inc.
|
9,018 | $1,235,011 | |
| 6 | FIS |
Fidelity National Information Services, Inc.
|
25,497 | $991,318 | |
| 7 | PSN |
Parsons Corp
|
14,189 | $743,360 | |
| 8 | CTSH |
Cognizant Technology Solutions Corp
|
17,224 | $667,083 |
All Filings in IBM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,514,349 | 55,170 | Shares | Other | 2026-07-20 | |
| 2026-03-31 | $12,544,649 | 51,754 | Shares | Other | 2026-04-15 | |
| 2025-12-31 | $14,467,783 | 48,843 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $11,132,620 | 39,455 | Shares | Other | 2025-11-07 | |
| 2025-06-30 | $11,155,064 | 37,842 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $7,006,244 | 28,176 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $4,577,959 | 20,825 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $3,820,483 | 17,281 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $3,046,168 | 17,613 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $3,133,271 | 16,408 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $2,185,518 | 13,363 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $1,920,707 | 13,690 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $1,690,287 | 12,632 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $1,573,473 | 12,003 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $1,959,498 | 13,908 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $1,166,357 | 9,817 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $1,199,267 | 8,494 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $785,970 | 6,045 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $848,607 | 6,349 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $882,622 | 6,353 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $778,099 | 5,308 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $699,748 | 5,251 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $690,577 | 5,486 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $683,907 | 5,621 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $994,178 | 8,232 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $929,815 | 8,382 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||