EverSource Wealth Advisors, LLC
Position in IBM — International Business Machines Corp
CIK 1710537
BIRMINGHAM, AL
Position in IBM
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$1,849,791
+$263,358 QoQ
Shares Held
6,578
+0.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#418
of 1,247 holders
Holding Since
Dec 2021
19 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, 2026EverSource Wealth Advisors, LLC holds $4,664,306 across 50 Information Technology Services names. IBM ranks #1 (39.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
This page
|
6,578 | $1,849,791 | |
| 2 | ACN |
Accenture plc
|
3,110 | $387,003 | |
| 3 | IT |
Gartner Inc
|
2,145 | $278,032 | |
| 4 | CDW |
CDW Corp
|
1,816 | $255,398 | |
| 5 | BR |
Broadridge Financial Solutions, Inc.
|
1,821 | $249,380 | |
| 6 | JKHY |
Jack Henry & Associates Inc
|
1,680 | $231,398 | |
| 7 | SAIC |
Science Applications International Corp
|
1,302 | $143,748 | |
| 8 | FIS |
Fidelity National Information Services, Inc.
|
3,656 | $142,140 |
All Filings in IBM
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,849,791 | 6,578 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $1,586,433 | 6,545 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $1,495,855 | 5,050 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $1,268,306 | 4,495 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,268,730 | 4,304 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,154,276 | 4,642 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $777,314 | 3,536 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $588,954 | 2,664 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $441,884 | 2,555 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $459,256 | 2,405 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $224,061 | 1,370 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $188,982 | 1,347 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $186,128 | 1,391 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $165,303 | 1,261 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $266,983 | 1,895 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $69,977 | 589 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $75,676 | 536 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $59,028 | 454 | Shares | Sole | 2022-05-25 | |
| 2021-12-31 | $64,423 | 482 | Shares | Sole | 2022-02-17 | |
| No filing history on record for this holder in this stock. | ||||||