Position in IBM
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$12,168,800
+$4,135,269 QoQ
Shares Held
43,273
+30.6% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.51%
of 13F equity value
Holder Rank
#93
of 1,247 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in IBM Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026IFP Advisors, Inc holds $19,148,848 across 44 Information Technology Services names. IBM ranks #1 (63.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
This page
|
43,273 | $12,168,800 | |
| 2 | LDOS |
Leidos Holdings, Inc.
|
12,055 | $1,241,303 | |
| 3 | ACN |
Accenture plc
|
9,745 | $1,212,667 | |
| 4 | FIS |
Fidelity National Information Services, Inc.
|
23,992 | $932,808 | |
| 5 | CACI |
Caci International Inc /De/
|
1,510 | $699,522 | |
| 6 | JKHY |
Jack Henry & Associates Inc
|
3,958 | $545,174 | |
| 7 | CTSH |
Cognizant Technology Solutions Corp
|
8,968 | $347,330 | |
| 8 | BR |
Broadridge Financial Solutions, Inc.
|
2,107 | $288,553 |
All Filings in IBM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,168,800 | 43,273 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $8,033,531 | 33,143 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $11,788,861 | 39,799 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $8,731,441 | 30,945 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $7,970,261 | 27,038 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $7,379,731 | 29,678 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $5,111,926 | 23,254 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $4,771,790 | 21,584 | Shares | Sole | 2025-02-04 | |
| 2024-06-30 | $3,505,004 | 20,266 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $2,699,792 | 14,138 | Shares | Sole | 2024-07-30 | |
| 2023-12-31 | $1,797,414 | 10,990 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $1,806,643 | 12,877 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $1,531,856 | 11,448 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $2,485,335 | 18,959 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $4,499,603 | 31,937 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $4,065,440 | 34,218 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $3,090,366 | 21,888 | Shares | Sole | 2022-09-06 | |
| 2022-03-31 | $2,845,877 | 21,888 | Shares | Sole | 2022-09-06 | |
| 2021-12-31 | $1,085,452 | 8,121 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $1,075,578 | 8,098 | Shares | Sole | 2021-10-06 | |
| 2021-06-30 | $1,110,216 | 7,922 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $756,881 | 5,941 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $1,035,321 | 8,603 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $836,801 | 7,194 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $768,840 | 6,659 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $706,197 | 6,659 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||