Position in IBM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,091,639
+$332,448 QoQ
Shares Held
7,438
+25.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#1,361
of 3,616 holders
Holding Since
Mar 2020
23 quarters on record
Voting authority
Sole 8%
Shared 0%
None 92%
Common Shares in IBM Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026IFG Advisory, LLC holds $6,345,974 across 19 Information Technology Services names. IBM ranks #1 (33.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
This page
|
7,438 | $2,091,639 | |
| 2 | ACN |
Accenture plc
|
16,756 | $2,085,116 | |
| 3 | CTSH |
Cognizant Technology Solutions Corp
|
38,010 | $1,472,127 | |
| 4 | BR |
Broadridge Financial Solutions, Inc.
|
1,919 | $262,807 | |
| 5 | JKHY |
Jack Henry & Associates Inc
|
1,732 | $238,565 | |
| 6 | CDW |
CDW Corp
|
564 | $79,320 | |
| 7 | INOD |
Innodata Inc
|
586 | $44,289 | |
| 8 | KEEL |
Keel Infrastructure Corp.
|
3,000 | $17,220 |
All Filings in IBM
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,091,639 | 7,438 | Shares | Sole | 2026-08-14 | |
| 2025-12-31 | $1,759,191 | 5,939 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $1,687,881 | 5,982 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,822,329 | 6,182 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $1,226,639 | 4,933 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $894,268 | 4,068 | Shares | Sole | 2025-02-14 | |
| 2024-06-30 | $651,329 | 3,766 | Shares | Sole | 2024-07-30 | |
| 2023-12-31 | $728,124 | 4,452 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $3,049,139 | 21,733 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $2,936,460 | 21,945 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $2,688,393 | 20,508 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $2,873,592 | 20,396 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $2,446,179 | 20,589 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $3,848,698 | 27,259 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $3,342,814 | 25,710 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $3,401,379 | 25,448 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $3,313,759 | 23,852 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $3,285,228 | 22,411 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $2,925,856 | 21,956 | Shares | Sole | 2021-04-19 | |
| 2020-12-31 | $2,508,663 | 19,929 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $2,441,551 | 20,067 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $2,257,916 | 18,696 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $1,981,985 | 17,867 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||