Sowell Financial Services LLC

Position in IBM — International Business Machines Corp

CIK 1633697 NORTH LITTLE ROCK, AR

Position in IBM

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$10,988,561

+$1,914,207 QoQ

Shares Held

39,076

+4.4% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.67%

of 13F equity value

Holder Rank

#551

of 3,615 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Sowell Financial Services LLC holds $12,794,997 across 5 Information Technology Services names. IBM ranks #1 (85.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	IBM	International Business Machines Corp This page	39,076	$10,988,561
2	ACN	Accenture plc	6,421	$799,029
3	CDW	CDW Corp	3,651	$513,476
4	BR	Broadridge Financial Solutions, Inc.	2,054	$281,295
5	CACI	Caci International Inc /De/	459	$212,636

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$10,988,561	39,076	+4.4%	Shares	Sole	2026-07-20
2026-03-31	$9,074,354	37,437	+2.3%	Shares	Sole	2026-04-20
2025-12-31	$10,837,435	36,587	+3.8%	Shares	Sole	2026-01-21
2025-09-30	$9,941,061	35,232	-12.3%	Shares	Sole	2025-10-17
2025-06-30	$11,840,133	40,166	-1.0%	Shares	Sole	2025-07-14
2025-03-31	$10,091,866	40,585	+27.9%	Shares	Sole	2025-04-17
2024-12-31	$6,974,326	31,726	+2.1%	Shares	Sole	2025-02-07
2024-09-30	$6,872,271	31,085	-2.0%	Shares	Sole	2024-10-04
2024-06-30	$5,483,898	31,708	-1.0%	Shares	Sole	2024-08-13
2024-03-31	$6,113,775	32,016	+0.3%	Shares	Sole	2024-05-03
2023-12-31	$5,219,044	31,911	-9.2%	Shares	Sole	2024-01-24
2023-09-30	$4,928,598	35,129	+2.2%	Shares	Sole	2023-11-08
2023-06-30	$4,599,986	34,377	+29.3%	Shares	Sole	2023-08-14
2023-03-31	$3,483,978	26,577	-18.9%	Shares	Sole	2023-05-12
2022-12-31	$4,616,964	32,770	+78.9%	Shares	Sole	2023-02-09
2022-09-30	$2,176,005	18,315	+2.5%	Shares	Sole	2022-11-15
2022-06-30	$2,523,488	17,873	+24.0%	Shares	Sole	2022-08-15
2021-12-31	$1,926,976	14,417	+7.1%	Shares	Sole	2022-02-09
2021-09-30	$1,869,859	13,459	+3.0%	Shares	Sole	2021-11-04
2021-06-30	$1,915,638	13,068	-11.9%	Shares	Sole	2021-08-05
2021-03-31	$1,977,444	14,839	-11.0%	Shares	Sole	2021-05-07
2020-12-31	$2,097,664	16,664	-5.1%	Shares	Sole	2021-01-13
2020-09-30	$2,136,038	17,556	+2.4%	Shares	Sole	2020-11-12
2020-06-30	$2,071,326	17,151	+15.3%	Shares	Sole	2020-08-13
2020-03-31	$1,649,639	14,871	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.