Position in IBM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$10,425,579
+$1,809,585 QoQ
Shares Held
37,074
+4.3% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.39%
of 13F equity value
Holder Rank
#570
of 3,616 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in IBM Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026Mutual Advisors, LLC holds $15,383,327 across 10 Information Technology Services names. IBM ranks #1 (67.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
This page
|
37,074 | $10,425,579 | |
| 2 | APLD |
Applied Digital Corp.
|
44,020 | $1,641,946 | |
| 3 | INGM |
Ingram Micro Holding Corp
|
41,934 | $1,150,249 | |
| 4 | INFY |
Infosys Ltd
|
41,909 | $439,625 | |
| 5 | BR |
Broadridge Financial Solutions, Inc.
|
3,061 | $419,203 | |
| 6 | CACI |
Caci International Inc /De/
|
837 | $387,748 | |
| 7 | ACN |
Accenture plc
|
3,028 | $376,804 | |
| 8 | LDOS |
Leidos Holdings, Inc.
|
2,692 | $277,195 |
All Filings in IBM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,425,579 | 37,074 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $8,615,994 | 35,546 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $9,493,234 | 32,049 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $8,958,297 | 31,749 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $8,777,664 | 29,777 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $7,072,636 | 28,443 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $8,393,988 | 38,184 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $8,362,572 | 37,826 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $7,081,264 | 40,944 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $5,070,751 | 26,554 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $4,437,438 | 27,132 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $6,126,620 | 43,668 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $6,519,758 | 48,724 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $5,567,392 | 42,470 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $3,544,228 | 25,156 | Shares | Sole | 2023-01-12 | |
| 2022-09-30 | $2,619,879 | 22,051 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $2,846,813 | 20,163 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $2,399,779 | 18,457 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $2,571,618 | 19,240 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $2,351,668 | 16,927 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $2,263,349 | 15,440 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $1,979,843 | 14,857 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $1,379,896 | 10,962 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $1,052,080 | 8,647 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $820,752 | 6,796 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $623,204 | 5,618 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||