OSAIC HOLDINGS, INC.
Position in IBM — International Business Machines Corp
CIK 1677044
SCOTTSDALE, AZ
Position in IBM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$141,222,815
+$39,444,467 QoQ
Shares Held
502,197
+19.6% QoQ
Ownership
0.053%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
#120
of 3,616 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 10%
Shared 0%
None 90%
Common Shares in IBM Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026OSAIC HOLDINGS, INC. holds $217,104,684 across 55 Information Technology Services names. IBM ranks #1 (65.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
This page
|
502,197 | $141,222,815 | |
| 2 | ACN |
Accenture plc
|
185,845 | $23,126,550 | |
| 3 | CACI |
Caci International Inc /De/
|
18,629 | $8,630,069 | |
| 4 | LDOS |
Leidos Holdings, Inc.
|
66,458 | $6,843,179 | |
| 5 | BR |
Broadridge Financial Solutions, Inc.
|
49,630 | $6,796,826 | |
| 6 | APLD |
Applied Digital Corp.
|
140,018 | $5,222,670 | |
| 7 | CDW |
CDW Corp
|
28,772 | $4,046,493 | |
| 8 | PENG |
Penguin Solutions, Inc.
|
33,058 | $2,512,737 |
All Filings in IBM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $141,222,815 | 502,197 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $101,778,348 | 419,895 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $124,741,137 | 421,124 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $131,487,405 | 466,003 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $120,764,879 | 409,678 | Shares | Defined | 2025-09-04 | |
| 2025-03-31 | $99,792,229 | 401,320 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $81,840,509 | 372,290 | Shares | Defined | 2025-06-06 | |
| 2024-09-30 | $79,939,427 | 361,586 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $63,181,053 | 365,314 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $74,898,900 | 392,223 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $72,685,215 | 444,422 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $84,626,851 | 603,185 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $60,046,028 | 448,741 | Shares | Sole | 2023-08-21 | |
| 2023-03-31 | $58,620,689 | 447,179 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $62,915,834 | 446,560 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $49,304,958 | 414,990 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $56,387,328 | 399,372 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $50,769,945 | 390,478 | Shares | Defined | 2022-05-04 | |
| 2021-12-31 | $50,627,062 | 378,775 | Shares | Defined | 2022-02-03 | |
| 2021-09-30 | $56,141,898 | 404,102 | Shares | Defined | 2021-11-05 | |
| 2021-06-30 | $60,824,434 | 414,929 | Shares | Defined | 2021-08-02 | |
| 2021-03-31 | $52,260,163 | 392,167 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $46,107,586 | 366,282 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $46,789,041 | 384,557 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $41,903,926 | 346,973 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $33,062,323 | 4,302,907 | Shares | Defined | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||