Crewe Advisors LLC
Position in IBM — International Business Machines Corp
CIK 1730033
SALT LAKE CITY, UT
Position in IBM
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$1,134,869
-$247,246 QoQ
Shares Held
4,682
+0.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
23 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, 2026Crewe Advisors LLC holds $1,214,731 across 8 Information Technology Services names. IBM ranks #1 (93.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
This page
|
4,682 | $1,134,869 | |
| 2 | ACN |
Accenture plc
|
176 | $34,899 | |
| 3 | BR |
Broadridge Financial Solutions, Inc.
|
120 | $19,497 | |
| 4 | FIS |
Fidelity National Information Services, Inc.
|
267 | $12,524 | |
| 5 | CTSH |
Cognizant Technology Solutions Corp
|
110 | $6,748 | |
| 6 | CACI |
Caci International Inc /De/
|
11 | $5,982 | |
| 7 | KD |
Kyndryl Holdings, Inc.
|
11 | $144 | |
| 8 | DAIC |
CID Holdco, Inc.
|
400 | $68 |
All Filings in IBM
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,134,869 | 4,682 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $1,382,115 | 4,666 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $1,450,020 | 5,139 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,504,557 | 5,104 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $1,269,160 | 5,104 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $1,008,580 | 4,588 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $1,035,980 | 4,686 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $808,714 | 4,676 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $897,893 | 4,702 | Shares | Sole | 2024-05-14 | |
| 2023-06-30 | $662,359 | 4,950 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $684,027 | 5,218 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $669,931 | 4,755 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $465,378 | 3,917 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $527,203 | 3,734 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $449,219 | 3,455 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $461,795 | 3,455 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $266,304 | 2,005 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $280,987 | 2,005 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $255,436 | 2,005 | Shares | Sole | 2021-04-21 | |
| 2020-12-31 | $241,290 | 2,005 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $87,821 | 755 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $87,171 | 755 | Shares | Sole | 2020-07-24 | |
| 2020-03-31 | $80,068 | 755 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||