Steward Partners Investment Advisory, LLC

Position in IBM — International Business Machines Corp

CIK 1723397 STAMFORD, CT

Back to IBM Full portfolio

Position in IBM

as of Mar 31, 2026 · filed May 8, 2026 Compact

Position Value

$32,054,138

-$12,608,109 QoQ

Shares Held

132,242

-12.3% QoQ

Ownership

0.014%

of shares outstanding

% of Portfolio

0.30%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Common Shares in IBM Over Time

Shares Held

Position Value (USD)

Position in Information Technology Services

Technology · as of Mar 31, 2026

Steward Partners Investment Advisory, LLC holds $61,381,890 across 27 Information Technology Services names. IBM ranks #1 (52.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	IBM	International Business Machines Corp This page	132,242	$32,054,138
2	ACN	Accenture plc	50,550	$10,023,559
3	FIS	Fidelity National Information Services, Inc.	184,098	$8,636,037
4	BR	Broadridge Financial Solutions, Inc.	17,474	$2,839,175
5	JKHY	Jack Henry & Associates Inc	13,726	$2,169,257
6	KD	Kyndryl Holdings, Inc.	119,447	$1,567,144
7	CACI	Caci International Inc /De/	1,634	$888,683
8	APLD	Applied Digital Corp.	20,843	$494,812

All Filings in IBM

Export CSV

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$32,054,138	132,242	-12.3%	Shares	Sole	2026-05-08
2025-12-31	$44,662,247	150,779	-2.9%	Shares	Sole	2026-02-12
2025-09-30	$43,804,775	155,248	+5.4%	Shares	Sole	2025-11-12
2025-06-30	$43,398,985	147,225	+1.4%	Shares	Sole	2025-08-12
2025-03-31	$36,098,220	145,171	+14.5%	Shares	Sole	2025-05-13
2024-12-31	$27,859,935	126,734	+25.1%	Shares	Sole	2025-02-06
2024-09-30	$22,390,319	101,277	+8.6%	Shares	Sole	2024-11-14
2024-06-30	$16,130,008	93,264	+4.3%	Shares	Sole	2024-08-08
2024-03-31	$17,071,824	89,400	-8.3%	Shares	Sole	2024-05-15
2023-12-31	$15,949,723	97,522	+15.0%	Shares	Sole	2024-02-12
2023-09-30	$11,898,141	84,805	+27.2%	Shares	Sole	2023-11-13
2023-06-30	$8,924,190	66,693	+0.6%	Shares	Sole	2023-08-14
2023-03-31	$8,687,596	66,272	-0.7%	Shares	Sole	2023-05-15
2022-12-31	$9,403,843	66,746	+4.7%	Shares	Sole	2023-02-15
2022-09-30	$7,571,998	63,732	+2.3%	Shares	Sole	2022-11-10
2022-06-30	$8,791,760	62,269	-2.9%	Shares	Sole	2022-08-04
2022-03-31	$8,335,062	64,106	-10.4%	Shares	Sole	2022-05-02
2021-12-31	$9,565,110	71,563	-2.0%	Shares	Sole	2022-02-08
2021-09-30	$9,696,944	73,008	+26.8%	Shares	Sole	2021-11-12
2021-06-30	$8,068,335	57,572	-29.3%	Shares	Sole	2021-08-13
2021-03-31	$10,375,933	81,444	+54.1%	Shares	Sole	2021-05-17
2020-12-31	$6,360,190	52,850	-4.5%	Shares	Sole	2021-02-11
2020-09-30	$6,438,622	55,353	+0.6%	Shares	Sole	2020-10-30
2020-06-30	$6,351,509	55,011	+19.3%	Shares	Sole	2020-08-06
2020-03-31	$4,891,948	46,128	—	Shares	Sole	2020-04-29
No filing history on record for this holder in this stock.