Skip to main content

Vest Financial, LLC

Position in IBM — International Business Machines Corp

CIK 1709632 MCLEAN, VA

Position in IBM

as of Mar 31, 2026 · filed Apr 24, 2026
Position Value
$72,922,303
-$3,966,407 QoQ
Shares Held
300,847
+15.9% QoQ
Ownership
0.032%
of shares outstanding
% of Portfolio
0.90%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Mar 2021
21 quarters on record
Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Common Shares in IBM Over Time

Shares Held

Position Value (USD)

Position in Information Technology Services

Technology · as of Mar 31, 2026

Vest Financial, LLC holds $173,103,876 across 12 Information Technology Services names. IBM ranks #1 (42.1% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 IBM
International Business Machines Corp
This page
300,847 $72,922,303

All Filings in IBM

Export CSV
21 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $72,922,303 300,847
2025-12-31 $76,888,710 259,575
2025-09-30 $79,866,516 283,054
2025-06-30 $79,280,196 268,947
2025-03-31 $69,901,309 281,112
2024-12-31 $63,525,374 288,975
2024-09-30 $64,236,120 290,556
2024-06-30 $45,566,616 263,467
2024-03-31 $44,654,276 233,841
2023-12-31 $33,412,610 204,296
2023-09-30 $23,539,393 167,779
2023-06-30 $13,046,875 97,503
2023-03-31 $9,381,848 71,568
2022-12-31 $9,704,220 68,878
2022-09-30 $8,411,390 70,797
2022-06-30 $9,638,616 68,267
2022-03-31 $8,558,306 65,823
2021-12-31 $7,436,975 55,641
2021-09-30 $4,983,948 37,524
2021-06-30 $3,984,696 28,433
2021-03-31 $2,713,865 21,302