Position in IBM
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$100,418,965
+$27,496,662 QoQ
Shares Held
357,096
+18.7% QoQ
Ownership
0.038%
of shares outstanding
% of Portfolio
1.07%
of 13F equity value
Holder Rank
#150
of 3,633 holders
Holding Since
Mar 2021
22 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in IBM Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026Vest Financial, LLC holds $185,990,986 across 12 Information Technology Services names. IBM ranks #1 (54.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
This page
|
357,096 | $100,418,965 | |
| 2 | ACN |
Accenture plc
|
299,217 | $37,234,562 | |
| 3 | CTSH |
Cognizant Technology Solutions Corp
|
835,552 | $32,360,928 | |
| 4 | G |
Genpact LTD
|
183,339 | $5,041,822 | |
| 5 | JKHY |
Jack Henry & Associates Inc
|
32,487 | $4,474,759 | |
| 6 | CDW |
CDW Corp
|
19,422 | $2,731,510 | |
| 7 | LDOS |
Leidos Holdings, Inc.
|
12,799 | $1,317,913 | |
| 8 | GIB |
Cgi Inc
|
9,400 | $606,958 |
All Filings in IBM
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $100,418,965 | 357,096 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $72,922,303 | 300,847 | Shares | Defined | 2026-04-24 | |
| 2025-12-31 | $76,888,710 | 259,575 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $79,866,516 | 283,054 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $79,280,196 | 268,947 | Shares | Defined | 2025-07-25 | |
| 2025-03-31 | $69,901,309 | 281,112 | Shares | Defined | 2025-04-11 | |
| 2024-12-31 | $63,525,374 | 288,975 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $64,236,120 | 290,556 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $45,566,616 | 263,467 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $44,654,276 | 233,841 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $33,412,610 | 204,296 | Shares | Defined | 2024-01-11 | |
| 2023-09-30 | $23,539,393 | 167,779 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $13,046,875 | 97,503 | Shares | Defined | 2023-07-28 | |
| 2023-03-31 | $9,381,848 | 71,568 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $2,308,389 | 68,878 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $8,411,390 | 70,797 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $9,638,616 | 68,267 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $8,558,306 | 65,823 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $7,436,975 | 55,641 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $5,213,209 | 37,524 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $4,167,992 | 28,433 | Shares | Defined | 2021-07-16 | |
| 2021-03-31 | $2,838,703 | 21,302 | Shares | Defined | 2021-07-09 | |
| No filing history on record for this holder in this stock. | ||||||