Jackson, Grant Investment Advisers, Inc.

Position in IBM — International Business Machines Corp

CIK 1650300 STAMFORD, CT

Position in IBM

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$1,005,606

+$139,789 QoQ

Shares Held

3,576

+0.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.78%

of 13F equity value

Holder Rank

#1,889

of 3,616 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Jackson, Grant Investment Advisers, Inc. holds $1,025,468 across 4 Information Technology Services names. IBM ranks #1 (98.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	IBM	International Business Machines Corp This page	3,576	$1,005,606
2	CDW	CDW Corp	53	$7,453
3	ACN	Accenture plc	50	$6,222
4	G	Genpact LTD	225	$6,187

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,005,606	3,576	+0.1%	Shares	Sole	2026-07-31
2026-03-31	$865,817	3,572	+0.1%	Shares	Sole	2026-05-08
2025-12-31	$1,056,877	3,568	+6.0%	Shares	Sole	2026-01-27
2025-09-30	$949,468	3,365	+9.9%	Shares	Sole	2025-11-10
2025-06-30	$902,616	3,062	+0.1%	Shares	Sole	2025-07-17
2025-03-31	$760,402	3,058	-1.3%	Shares	Sole	2025-05-06
2024-12-31	$680,813	3,097	-32.3%	Shares	Sole	2025-01-27
2024-09-30	$1,011,441	4,575	+0.3%	Shares	Sole	2024-10-17
2024-06-30	$788,652	4,560	+0.1%	Shares	Sole	2024-07-16
2024-03-31	$869,631	4,554	-9.2%	Shares	Sole	2024-05-08
2023-12-31	$820,693	5,018	+0.2%	Shares	Sole	2024-02-01
2023-09-30	$702,622	5,008	+0.2%	Shares	Sole	2023-10-13
2023-06-30	$668,514	4,996	+0.2%	Shares	Sole	2023-08-01
2023-03-31	$653,352	4,984	+0.2%	Shares	Sole	2023-05-02
2022-12-31	$700,505	4,972	+0.2%	Shares	Sole	2023-01-26
2022-09-30	$589,416	4,961	+0.3%	Shares	Sole	2022-11-14
2022-06-30	$698,608	4,948	+0.4%	Shares	Sole	2022-08-04
2022-03-31	$640,608	4,927	+5.7%	Shares	Sole	2022-04-28
2021-12-31	$622,855	4,660	+0.3%	Shares	Sole	2022-01-24
2021-09-30	$645,607	4,647	+12.8%	Shares	Sole	2021-10-13
2021-06-30	$604,097	4,121	+0.1%	Shares	Sole	2021-07-15
2021-03-31	$548,498	4,116	+2.1%	Shares	Sole	2021-04-22
2020-12-31	$507,674	4,033	-0.1%	Shares	Sole	2021-03-03
2020-09-30	$491,303	4,038	-5.6%	Shares	Sole	2020-11-12
2020-06-30	$516,412	4,276	+0.1%	Shares	Sole	2020-08-14
2020-03-31	$473,670	4,270	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.