Capital Analysts, LLC
Position in IBM — International Business Machines Corp
CIK 1624758
FORT WASHINGTON, PA
Position in IBM
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$6,227,676
+$2,772,650 QoQ
Shares Held
22,146
+55.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.50%
of 13F equity value
Holder Rank
#776
of 3,616 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 67%
Shared 0%
None 33%
Common Shares in IBM Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026Capital Analysts, LLC holds $6,693,943 across 6 Information Technology Services names. IBM ranks #1 (93.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
This page
|
22,146 | $6,227,676 | |
| 2 | ACN |
Accenture plc
|
2,810 | $349,675 | |
| 3 | CTSH |
Cognizant Technology Solutions Corp
|
1,861 | $72,076 | |
| 4 | CIFR |
Cipher Digital Inc.
|
903 | $22,123 | |
| 5 | BR |
Broadridge Financial Solutions, Inc.
|
88 | $12,051 | |
| 6 | FIS |
Fidelity National Information Services, Inc.
|
266 | $10,342 |
All Filings in IBM
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,227,676 | 22,146 | Shares | Defined | 2026-08-05 | |
| 2026-03-31 | $3,455,026 | 14,254 | Shares | Defined | 2026-05-14 | |
| 2025-09-30 | $3,803,234 | 13,479 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $4,147,554 | 14,070 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $3,640,630 | 14,641 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $3,137,413 | 14,272 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $3,198,142 | 14,466 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $2,470,936 | 14,287 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $2,701,892 | 14,149 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $2,716,074 | 16,607 | Shares | Defined | 2024-01-30 | |
| 2023-09-30 | $2,440,097 | 17,392 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $2,382,084 | 17,802 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $2,226,694 | 16,986 | Shares | Defined | 2023-05-05 | |
| 2022-12-31 | $2,192,389 | 15,561 | Shares | Defined | 2023-02-08 | |
| 2022-09-30 | $1,784,169 | 15,017 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $1,989,508 | 14,091 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $1,731,216 | 13,315 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $272,265 | 2,037 | Shares | Defined | 2022-02-10 | |
| 2021-09-30 | $387,753 | 2,791 | Shares | Defined | 2021-11-04 | |
| 2021-06-30 | $399,311 | 2,724 | Shares | Defined | 2021-11-15 | |
| 2021-03-31 | $342,344 | 2,569 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $340,631 | 2,706 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $391,412 | 3,217 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $352,044 | 2,915 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $322,917 | 2,911 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||