Gladstone Institutional Advisory LLC

Position in IBM — International Business Machines Corp

CIK 1766530 Bedminster, NJ

Position in IBM

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$7,570,454

+$1,290,372 QoQ

Shares Held

26,921

+3.9% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.64%

of 13F equity value

Holder Rank

#211

of 1,607 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Gladstone Institutional Advisory LLC holds $11,259,061 across 5 Information Technology Services names. IBM ranks #1 (67.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	IBM	International Business Machines Corp This page	26,921	$7,570,454
2	SHAZ	SharonAI Holdings Inc.	26,980	$2,284,126
3	CIFR	Cipher Digital Inc.	32,141	$787,454
4	ACN	Accenture plc	3,088	$384,270
5	KEEL	Keel Infrastructure Corp.	40,550	$232,757

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$7,570,454	26,921	+3.9%	Shares	Sole	2026-07-27
2026-03-31	$6,280,082	25,909	-10.3%	Shares	Sole	2026-05-14
2025-12-31	$8,558,987	28,895	-5.7%	Shares	Sole	2026-02-17
2025-09-30	$8,647,921	30,649	+2.7%	Shares	Sole	2025-10-22
2025-06-30	$8,795,056	29,836	-11.4%	Shares	Sole	2025-08-12
2025-03-31	$8,369,398	33,658	+28.4%	Shares	Sole	2025-05-15
2024-12-31	$5,761,964	26,211	-0.8%	Shares	Sole	2025-01-29
2024-09-30	$5,842,260	26,426	-9.2%	Shares	Sole	2024-10-28
2024-06-30	$5,034,055	29,107	-4.3%	Shares	Sole	2024-08-02
2024-03-31	$5,807,857	30,414	-33.2%	Shares	Sole	2024-05-14
2023-12-31	$7,444,796	45,520	-1.7%	Shares	Sole	2024-02-09
2023-09-30	$6,493,785	46,285	+5.4%	Shares	Sole	2023-11-13
2023-06-30	$5,877,604	43,925	+14.6%	Shares	Sole	2023-08-10
2023-03-31	$5,024,024	38,325	+46.7%	Shares	Sole	2023-05-12
2022-12-31	$3,681,596	26,131	-21.4%	Shares	Sole	2023-02-01
2022-09-30	$3,949,363	33,241	+104.7%	Shares	Sole	2022-10-20
2022-06-30	$2,292,784	16,239	-3.4%	Shares	Sole	2022-08-15
2022-03-31	$2,185,766	16,811	-0.1%	Shares	Sole	2022-05-04
2021-12-31	$2,249,765	16,832	+7.6%	Shares	Sole	2022-02-11
2021-09-30	$2,173,699	15,646	+15.7%	Shares	Sole	2021-11-15
2021-06-30	$1,983,069	13,528	+3.5%	Shares	Sole	2021-08-13
2021-03-31	$1,741,041	13,065	+486.1%	Shares	Sole	2021-05-17
2020-12-31	$280,586	2,229	-13.4%	Shares	Sole	2021-02-16
2020-09-30	$313,178	2,574	+4.3%	Shares	Sole	2020-11-16
2020-06-30	$297,939	2,467	-40.5%	Shares	Sole	2020-08-17
2020-03-31	$459,804	4,145	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.