Foundations Investment Advisors, LLC
EndowmentPosition in IBM — International Business Machines Corp
CIK 1743404
PHOENIX, AZ
Position in IBM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$26,696,106
+$7,860,708 QoQ
Shares Held
94,933
+22.2% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.69%
of 13F equity value
Holder Rank
#341
of 3,615 holders
Holding Since
Sep 2020
21 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, 2026Foundations Investment Advisors, LLC holds $30,865,642 across 11 Information Technology Services names. IBM ranks #1 (86.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
This page
|
94,933 | $26,696,106 | |
| 2 | CIFR |
Cipher Digital Inc.
|
27,290 | $668,605 | |
| 3 | LDOS |
Leidos Holdings, Inc.
|
6,269 | $645,518 | |
| 4 | APLD |
Applied Digital Corp.
|
14,788 | $551,592 | |
| 5 | SAIC |
Science Applications International Corp
|
4,416 | $487,569 | |
| 6 | CACI |
Caci International Inc /De/
|
782 | $362,269 | |
| 7 | EPAM |
EPAM Systems, Inc.
|
4,482 | $355,646 | |
| 8 | TSSI |
TSS, Inc.
|
27,504 | $338,299 |
All Filings in IBM
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $26,696,106 | 94,933 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $18,835,398 | 77,707 | Shares | Other | 2026-05-11 | |
| 2025-12-31 | $20,351,402 | 68,706 | Shares | Other | 2026-02-10 | |
| 2025-09-30 | $17,254,648 | 61,152 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $16,504,731 | 55,990 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $10,941,288 | 44,001 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $8,379,040 | 38,116 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $6,698,945 | 30,301 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $4,959,341 | 28,675 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $5,332,939 | 27,927 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $4,524,774 | 27,666 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $3,977,645 | 28,351 | Shares | Sole | 2023-10-05 | |
| 2023-06-30 | $3,715,769 | 27,769 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $3,484,241 | 26,579 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $2,660,989 | 18,887 | Shares | Sole | 2023-01-11 | |
| 2022-09-30 | $571,119 | 4,807 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $328,549 | 2,327 | Shares | Sole | 2022-07-08 | |
| 2022-03-31 | $246,907 | 1,899 | Shares | Sole | 2022-04-19 | |
| 2021-12-31 | $255,424 | 1,911 | Shares | Sole | 2022-01-21 | |
| 2021-06-30 | $208,450 | 1,422 | Shares | Sole | 2021-07-14 | |
| 2020-09-30 | $296,996 | 2,441 | Shares | Sole | 2020-10-07 | |
| No filing history on record for this holder in this stock. | ||||||