Clearstead Trust, LLC
Position in IBM — International Business Machines Corp
CIK 1708001
PORTLAND, ME
Position in IBM
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$2,458,900
+$194,008 QoQ
Shares Held
8,744
-6.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.47%
of 13F equity value
Holder Rank
#1,259
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, 2026Clearstead Trust, LLC holds $2,875,457 across 9 Information Technology Services names. IBM ranks #1 (85.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
This page
|
8,744 | $2,458,900 | |
| 2 | ACN |
Accenture plc
|
2,515 | $312,966 | |
| 3 | BR |
Broadridge Financial Solutions, Inc.
|
395 | $54,095 | |
| 4 | CDW |
CDW Corp
|
168 | $23,627 | |
| 5 | INGM |
Ingram Micro Holding Corp
|
352 | $9,655 | |
| 6 | SAIC |
Science Applications International Corp
|
86 | $9,495 | |
| 7 | CACI |
Caci International Inc /De/
|
13 | $6,022 | |
| 8 | DXC |
DXC Technology Co
|
53 | $469 |
All Filings in IBM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,458,900 | 8,744 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $2,264,892 | 9,344 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $2,784,374 | 9,400 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $2,689,831 | 9,533 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $2,843,742 | 9,647 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $2,405,785 | 9,675 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $2,146,859 | 9,766 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $2,161,057 | 9,775 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,725,349 | 9,976 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $1,880,956 | 9,850 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $1,581,855 | 9,672 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $1,364,417 | 9,725 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,303,710 | 9,743 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $1,276,947 | 9,741 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $1,369,450 | 9,720 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $1,182,991 | 9,957 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $590,033 | 4,179 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $543,353 | 4,179 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $558,565 | 4,179 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $580,588 | 4,179 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $612,599 | 4,179 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $556,893 | 4,179 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $526,052 | 4,179 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $508,458 | 4,179 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $504,697 | 4,179 | Shares | Sole | 2020-08-17 | |
| 2020-03-31 | $463,576 | 4,179 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||