Steward Partners Investment Advisory, LLC
Position in IBM — International Business Machines Corp
CIK 1723397
STAMFORD, CT
Position in IBM
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$41,540,059
+$9,485,921 QoQ
Shares Held
147,719
+11.7% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
#260
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, 2026Steward Partners Investment Advisory, LLC holds $93,128,412 across 33 Information Technology Services names. IBM ranks #1 (44.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
This page
|
147,719 | $41,540,059 | |
| 2 | APLD |
Applied Digital Corp.
|
732,722 | $27,330,530 | |
| 3 | ACN |
Accenture plc
|
62,202 | $7,740,416 | |
| 4 | FIS |
Fidelity National Information Services, Inc.
|
146,073 | $5,679,318 | |
| 5 | BR |
Broadridge Financial Solutions, Inc.
|
19,836 | $2,716,540 | |
| 6 | JKHY |
Jack Henry & Associates Inc
|
15,115 | $2,081,940 | |
| 7 | KD |
Kyndryl Holdings, Inc.
|
124,834 | $1,411,872 | |
| 8 | EXLS |
ExlService Holdings, Inc.
|
30,318 | $784,023 |
All Filings in IBM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $41,540,059 | 147,719 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $32,054,138 | 132,242 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $44,662,247 | 150,779 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $43,804,775 | 155,248 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $43,398,985 | 147,225 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $36,098,220 | 145,171 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $27,859,935 | 126,734 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $22,390,319 | 101,277 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $16,130,008 | 93,264 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $17,071,824 | 89,400 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $15,949,723 | 97,522 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $11,898,141 | 84,805 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $8,924,190 | 66,693 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $8,687,596 | 66,272 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $9,403,843 | 66,746 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $7,571,998 | 63,732 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $8,791,760 | 62,269 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $8,335,062 | 64,106 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $9,565,110 | 71,563 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $10,143,003 | 73,008 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $8,439,479 | 57,572 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $10,853,225 | 81,444 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $6,652,759 | 52,850 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $6,734,798 | 55,353 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $6,643,678 | 55,011 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $5,116,977 | 46,128 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||