Aptus Capital Advisors, LLC
Position in IBM — International Business Machines Corp
CIK 1664193
FAIRHOPE, AL
Position in IBM
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$19,600,618
+$3,111,554 QoQ
Shares Held
69,701
+2.5% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#399
of 3,615 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 96%
Shared 0%
None 4%
Common Shares in IBM Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026Aptus Capital Advisors, LLC holds $29,523,875 across 6 Information Technology Services names. IBM ranks #1 (66.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
This page
|
69,701 | $19,600,618 | |
| 2 | CTSH |
Cognizant Technology Solutions Corp
|
89,760 | $3,476,404 | |
| 3 | BR |
Broadridge Financial Solutions, Inc.
|
24,021 | $3,289,675 | |
| 4 | LDOS |
Leidos Holdings, Inc.
|
13,798 | $1,420,780 | |
| 5 | ACN |
Accenture plc
|
9,387 | $1,168,118 | |
| 6 | SAIC |
Science Applications International Corp
|
5,147 | $568,280 |
All Filings in IBM
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $19,600,618 | 69,701 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $16,489,064 | 68,027 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $21,745,664 | 73,413 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $20,137,759 | 71,370 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $21,819,910 | 74,021 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $17,812,012 | 71,632 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $6,627,654 | 30,149 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $3,317,526 | 15,006 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $1,368,207 | 7,911 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $1,580,766 | 8,278 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,044,593 | 6,387 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $1,225,660 | 8,736 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $853,306 | 6,377 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $979,373 | 7,471 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $833,364 | 5,915 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $701,454 | 5,904 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $505,036 | 3,577 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $307,367 | 2,364 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $222,944 | 1,668 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $231,735 | 1,668 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $276,028 | 1,883 | Shares | Sole | 2021-07-27 | |
| 2020-09-30 | $3,044,548 | 25,023 | Shares | Sole | 2020-10-19 | |
| 2020-06-30 | $2,790,270 | 23,104 | Shares | Sole | 2020-07-22 | |
| 2020-03-31 | $2,297,692 | 20,713 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||