Douglas Lane & Associates, LLC

Position in IBM — International Business Machines Corp

CIK 1672594 NEW YORK, NY

Position in IBM

as of Jun 30, 2026 · filed Jul 14, 2026 Compact

Position Value

$37,060,384

+$1,845,965 QoQ

Shares Held

131,789

-9.3% QoQ

Ownership

0.014%

of shares outstanding

% of Portfolio

0.55%

of 13F equity value

Holder Rank

#286

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

Douglas Lane & Associates, LLC holds $84,005,687 across 5 Information Technology Services names. IBM ranks #1 (44.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	IBM	International Business Machines Corp This page	131,789	$37,060,384
2	IT	Gartner Inc	186,744	$24,205,757
3	KD	Kyndryl Holdings, Inc.	1,062,386	$12,015,585
4	BR	Broadridge Financial Solutions, Inc.	57,085	$7,817,790
5	ACN	Accenture plc	23,354	$2,906,171

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$37,060,384	131,789	-9.3%	Shares	Sole	2026-07-14
2026-03-31	$35,214,419	145,280	-2.6%	Shares	Sole	2026-04-15
2025-12-31	$44,191,273	149,189	-11.2%	Shares	Sole	2026-01-22
2025-09-30	$47,413,602	168,038	-8.1%	Shares	Sole	2025-10-10
2025-06-30	$53,912,903	182,892	-8.5%	Shares	Sole	2025-07-07
2025-03-31	$49,709,371	199,909	-4.2%	Shares	Sole	2025-04-09
2024-12-31	$45,880,059	208,707	-4.2%	Shares	Sole	2025-01-08
2024-09-30	$48,162,278	217,850	-9.5%	Shares	Sole	2024-10-10
2024-06-30	$41,626,297	240,684	-11.5%	Shares	Sole	2024-07-08
2024-03-31	$51,918,586	271,882	-4.0%	Shares	Sole	2024-04-11
2023-12-31	$46,297,570	283,079	-5.1%	Shares	Sole	2024-01-17
2023-09-30	$41,856,400	298,335	-2.2%	Shares	Sole	2023-10-16
2023-06-30	$40,832,121	305,150	-0.4%	Shares	Sole	2023-07-19
2023-03-31	$40,143,559	306,229	-0.2%	Shares	Sole	2023-04-17
2022-12-31	$43,240,409	306,909	-8.6%	Shares	Sole	2023-02-14
2022-09-30	$39,913,506	335,944	-1.8%	Shares	Sole	2022-10-14
2022-06-30	$48,289,662	342,019	+0.5%	Shares	Sole	2022-07-18
2022-03-31	$44,248,276	340,319	-0.4%	Shares	Sole	2022-04-25
2021-12-31	$45,650,370	341,541	+1.7%	Shares	Sole	2022-01-25
2021-09-30	$46,661,041	335,860	+0.8%	Shares	Sole	2021-10-21
2021-06-30	$48,842,907	333,194	+1.7%	Shares	Sole	2021-07-19
2021-03-31	$43,679,690	327,778	-7.3%	Shares	Sole	2021-04-19
2020-12-31	$44,498,088	353,496	-25.0%	Shares	Sole	2021-01-14
2020-09-30	$57,360,342	471,442	+10.3%	Shares	Sole	2020-10-19
2020-06-30	$51,614,445	427,378	+4.1%	Shares	Sole	2020-07-28
2020-03-31	$45,558,274	410,694	—	Shares	Sole	2020-04-20
No filing history on record for this holder in this stock.