Position in IBM
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$8,615,994
-$877,240 QoQ
Shares Held
35,546
+10.9% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.43%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 1.611995723850785.ToString("F0")%
Shared 0.ToString("F0")%
None 98.3880042761492.ToString("F0")%
Common Shares in IBM Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Mar 31, 2026Mutual Advisors, LLC holds $11,870,808 across 8 Information Technology Services names. IBM ranks #1 (72.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
This page
|
35,546 | $8,615,994 | |
| 2 | ACN |
Accenture plc
|
5,940 | $1,177,842 | |
| 3 | CACI |
Caci International Inc /De/
|
954 | $518,851 | |
| 4 | BR |
Broadridge Financial Solutions, Inc.
|
2,897 | $470,704 | |
| 5 | LDOS |
Leidos Holdings, Inc.
|
2,874 | $446,964 | |
| 6 | INFY |
Infosys Ltd
|
23,390 | $315,998 | |
| 7 | SAIC |
Science Applications International Corp
|
2,929 | $278,020 | |
| 8 | DAIC |
CID Holdco, Inc.
|
269,974 | $46,435 |
All Filings in IBM
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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 | $2,248,249 | 16,927 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $2,163,814 | 15,440 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $1,892,775 | 14,857 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $1,319,213 | 10,962 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $1,005,812 | 8,647 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $784,658 | 6,796 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $595,797 | 5,618 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||