Independent Advisor Alliance
Position in IBM — International Business Machines Corp
CIK 1696899
CHARLOTTE, NC
Position in IBM
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$16,685,032
+$2,760,212 QoQ
Shares Held
59,333
+3.3% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.43%
of 13F equity value
Holder Rank
#442
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)
Derivatives in IBM
reported options exposure · as of Dec 31, 2020CallValue
$1,258
CallShares
10
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Information Technology Services
Technology · as of Jun 30, 2026Independent Advisor Alliance holds $22,993,472 across 9 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
|
59,333 | $16,685,032 | |
| 2 | ACN |
Accenture plc
|
21,397 | $2,662,642 | |
| 3 | FIS |
Fidelity National Information Services, Inc.
|
47,701 | $1,854,614 | |
| 4 | BR |
Broadridge Financial Solutions, Inc.
|
3,241 | $443,854 | |
| 5 | APLD |
Applied Digital Corp.
|
11,282 | $420,818 | |
| 6 | G |
Genpact LTD
|
12,466 | $342,815 | |
| 7 | CIFR |
Cipher Digital Inc.
|
10,119 | $247,915 | |
| 8 | INOD |
Innodata Inc
|
3,056 | $230,971 |
All Filings in IBM
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,685,032 | 59,333 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $13,924,820 | 57,448 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $20,836,891 | 70,345 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $19,801,141 | 70,177 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $21,054,661 | 71,425 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $17,720,256 | 71,263 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $13,248,274 | 60,266 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $12,079,147 | 54,637 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $9,756,282 | 56,411 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $10,860,467 | 56,873 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $7,990,889 | 48,859 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $6,799,358 | 48,463 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $6,248,793 | 46,699 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $6,241,981 | 47,616 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $7,550,013 | 53,588 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $6,935,414 | 58,374 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $8,281,499 | 58,655 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $5,262,169 | 40,472 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $4,768,454 | 35,676 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $4,082,181 | 29,383 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $4,066,992 | 27,744 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $4,146,251 | 31,114 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $3,734,357 | 29,666 | Shares | Sole | 2021-02-11 | |
| 2020-12-31 | $1,258 | 10 | Call | Sole | 2021-02-11 | |
| 2020-09-30 | $3,138,599 | 25,796 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $2,603,680 | 21,559 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $1,786,083 | 16,101 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||