Krilogy Financial LLC
Position in IBM — International Business Machines Corp
CIK 1659047
ST. LOUIS, MO
Position in IBM
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$2,179,939
+$827,161 QoQ
Shares Held
7,752
+38.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#1,334
of 3,616 holders
Holding Since
Mar 2020
17 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in IBM Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026Krilogy Financial LLC holds $5,106,574 across 8 Information Technology Services names. IBM ranks #1 (42.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
This page
|
7,752 | $2,179,939 | |
| 2 | IT |
Gartner Inc
|
7,806 | $1,011,813 | |
| 3 | ACN |
Accenture plc
|
5,188 | $645,594 | |
| 4 | APLD |
Applied Digital Corp.
|
14,243 | $531,263 | |
| 5 | CDW |
CDW Corp
|
2,262 | $318,127 | |
| 6 | BR |
Broadridge Financial Solutions, Inc.
|
1,704 | $233,362 | |
| 7 | KD |
Kyndryl Holdings, Inc.
|
11,234 | $127,056 | |
| 8 | BBAI |
BigBear.ai Holdings, Inc.
|
16,191 | $59,420 |
All Filings in IBM
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,179,939 | 7,752 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $1,352,778 | 5,581 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $1,738,160 | 5,868 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $1,680,544 | 5,956 | Shares | Sole | 2025-11-06 | |
| 2023-03-31 | $419,750 | 3,202 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $401,536 | 2,850 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $326,133 | 2,745 | Shares | Sole | 2022-10-06 | |
| 2022-06-30 | $411,427 | 2,914 | Shares | Sole | 2022-07-14 | |
| 2022-03-31 | $506,557 | 3,896 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $351,659 | 2,631 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $314,120 | 2,261 | Shares | Sole | 2021-10-25 | |
| 2021-06-30 | $353,281 | 2,410 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $311,295 | 2,336 | Shares | Sole | 2021-04-21 | |
| 2020-12-31 | $275,551 | 2,189 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $445,068 | 3,658 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $402,164 | 3,330 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $431,628 | 3,891 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||