OneDigital Investment Advisors LLC
Position in IBM — International Business Machines Corp
CIK 1690370
OVERLAND PARK, KS
Position in IBM
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$11,615,660
+$2,600,692 QoQ
Shares Held
41,306
+11.1% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.42%
of 13F equity value
Holder Rank
#534
of 3,616 holders
Holding Since
Mar 2020
26 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, 2026OneDigital Investment Advisors LLC holds $17,317,290 across 9 Information Technology Services names. IBM ranks #1 (67.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
This page
|
41,306 | $11,615,660 | |
| 2 | JKHY |
Jack Henry & Associates Inc
|
9,697 | $1,335,664 | |
| 3 | APLD |
Applied Digital Corp.
|
33,198 | $1,238,285 | |
| 4 | CLVT |
Clarivate PLC
|
515,575 | $1,113,642 | |
| 5 | CACI |
Caci International Inc /De/
|
1,546 | $716,199 | |
| 6 | ACN |
Accenture plc
|
5,064 | $630,164 | |
| 7 | INOD |
Innodata Inc
|
3,028 | $228,856 | |
| 8 | LDOS |
Leidos Holdings, Inc.
|
2,191 | $225,607 |
All Filings in IBM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,615,660 | 41,306 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $9,014,968 | 37,192 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $11,491,170 | 38,794 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $8,062,157 | 28,573 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $8,446,626 | 28,654 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $7,062,938 | 28,404 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $5,646,333 | 25,685 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $5,751,838 | 26,017 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $3,844,332 | 22,228 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $3,484,638 | 18,248 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $2,882,405 | 17,624 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $2,225,298 | 15,861 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,973,162 | 14,746 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $1,950,488 | 14,879 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $1,634,183 | 11,599 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $1,308,573 | 11,014 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $1,150,839 | 8,151 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $1,000,503 | 7,695 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $857,027 | 6,412 | Shares | Sole | 2022-02-23 | |
| 2021-09-30 | $766,199 | 5,515 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $730,018 | 4,980 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $668,565 | 5,017 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $628,267 | 4,991 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $621,490 | 5,108 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $1,009,878 | 8,362 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $866,474 | 7,811 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||