RFG Advisory, LLC

Position in IBM — International Business Machines Corp

CIK 1633387 BIRMINGHAM, AL

Position in IBM

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$6,670,582

+$1,068,465 QoQ

Shares Held

23,721

+2.6% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.60%

of 13F equity value

Holder Rank

#124

of 893 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

RFG Advisory, LLC holds $7,870,716 across 4 Information Technology Services names. IBM ranks #1 (84.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	IBM	International Business Machines Corp This page	23,721	$6,670,582
2	CIFR	Cipher Digital Inc.	23,491	$575,529
3	ACN	Accenture plc	2,713	$337,605
4	KEEL	Keel Infrastructure Corp.	50,000	$287,000

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,670,582	23,721	+2.6%	Shares	Sole	2026-07-15
2026-03-31	$5,602,117	23,112	-5.2%	Shares	Sole	2026-04-20
2025-12-31	$7,223,377	24,386	-23.2%	Shares	Sole	2026-02-03
2025-09-30	$8,955,476	31,739	+52.5%	Shares	Sole	2025-11-06
2025-06-30	$6,136,140	20,816	+23.8%	Shares	Sole	2025-07-28
2025-03-31	$4,181,963	16,818	-41.9%	Shares	Sole	2025-04-09
2024-12-31	$6,364,078	28,950	+3.8%	Shares	Sole	2025-01-21
2024-09-30	$6,168,353	27,901	+22.9%	Shares	Sole	2024-10-17
2024-06-30	$3,927,694	22,710	+3.7%	Shares	Sole	2024-07-15
2024-03-31	$4,181,451	21,897	+3.0%	Shares	Sole	2024-04-11
2023-12-31	$3,478,054	21,266	+1.3%	Shares	Sole	2024-01-25
2023-09-30	$2,945,317	20,993	-18.3%	Shares	Sole	2023-10-16
2023-06-30	$3,437,445	25,689	+7.3%	Shares	Sole	2023-08-03
2023-03-31	$3,139,867	23,952	+3.8%	Shares	Sole	2023-05-09
2022-12-31	$3,249,909	23,067	+6.8%	Shares	Sole	2023-02-15
2022-09-30	$2,564,989	21,589	+10.6%	Shares	Sole	2022-11-10
2022-06-30	$2,756,169	19,521	+109.1%	Shares	Sole	2022-08-09
2022-03-31	$1,213,996	9,337	-9.4%	Shares	Sole	2022-05-11
2021-12-31	$1,378,168	10,311	-6.1%	Shares	Sole	2022-02-02
2021-09-30	$1,457,702	10,975	-0.9%	Shares	Sole	2021-10-19
2021-06-30	$1,551,667	11,072	-5.9%	Shares	Sole	2021-07-29
2021-03-31	$1,498,983	11,766	-2.5%	Shares	Sole	2021-04-19
2020-12-31	$1,452,915	12,073	-14.0%	Shares	Sole	2021-02-02
2020-09-30	$1,632,192	14,032	+4.4%	Shares	Sole	2020-10-13
2020-06-30	$1,552,460	13,446	+5.0%	Shares	Sole	2020-08-03
2020-03-31	$1,357,672	12,802	—	Shares	Sole	2020-04-17
No filing history on record for this holder in this stock.