CARY STREET PARTNERS INVESTMENT ADVISORY LLC

Position in IBM — International Business Machines Corp

CIK 1766904 RICHMOND, VA

Back to IBM Full portfolio

Position in IBM

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$646,777

+$75,711 QoQ

Shares Held

2,300

-2.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.26%

of 13F equity value

Holder Rank

#2,303

of 3,616 holders

Holding Since

Sep 2020

24 quarters on record

Voting authority Sole 90% Shared 0% None 10%

Common Shares in IBM Over Time

Shares Held

Position Value (USD)

Position in Information Technology Services

Technology · as of Jun 30, 2026

CARY STREET PARTNERS INVESTMENT ADVISORY LLC holds $1,566,599 across 9 Information Technology Services names. IBM ranks #1 (41.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	IBM	International Business Machines Corp This page	2,300	$646,777
2	BR	Broadridge Financial Solutions, Inc.	2,366	$324,017
3	JKHY	Jack Henry & Associates Inc	1,899	$261,564
4	CDW	CDW Corp	1,339	$188,312
5	ACN	Accenture plc	798	$99,298
6	FIS	Fidelity National Information Services, Inc.	568	$22,082
7	LDOS	Leidos Holdings, Inc.	182	$18,738
8	EXLS	ExlService Holdings, Inc.	216	$5,585

All Filings in IBM

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24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$646,777	2,300	-2.4%	Shares	Other	2026-07-17
2026-03-31	$571,066	2,356	-7.0%	Shares	Other	2026-04-29
2025-12-31	$750,000	2,532	+46.6%	Shares	Other	2026-02-09
2025-09-30	$487,286	1,727	-1.5%	Shares	Other	2025-11-10
2025-06-30	$517,040	1,754	+21.6%	Shares	Other	2025-08-13
2025-03-31	$358,565	1,442	+50.5%	Shares	Other	2025-05-09
2024-12-31	$210,595	958	-96.7%	Shares	Other	2025-02-14
2024-09-30	$6,492,233	29,366	-0.5%	Shares	Defined	2024-10-30
2024-06-30	$5,106,346	29,525	+3.6%	Shares	Other	2024-07-22
2024-03-31	$5,443,885	28,508	-0.0%	Shares	Defined	2024-04-30
2023-12-31	$4,663,135	28,512	-1.3%	Shares	Defined	2024-02-07
2023-09-30	$4,053,546	28,892	+85.9%	Shares	Defined	2023-11-13
2023-06-30	$2,079,139	15,538	+2.7%	Shares	Defined	2023-08-10
2023-03-31	$1,983,522	15,131	+1.8%	Shares	Defined	2023-05-12
2022-12-31	$2,094,893	14,869	+1.8%	Shares	Defined	2023-02-14
2022-09-30	$1,734,507	14,599	+14.6%	Shares	Sole	2022-11-14
2022-06-30	$1,798,478	12,738	+197.4%	Shares	Sole	2022-08-15
2022-03-31	$556,875	4,283	+8.5%	Shares	Sole	2022-05-16
2021-12-31	$527,689	3,948	+8.2%	Shares	Sole	2022-02-14
2021-09-30	$507,094	3,650	+20.3%	Shares	Sole	2021-11-15
2021-06-30	$444,607	3,033	+31.9%	Shares	Sole	2021-08-16
2021-03-31	$306,364	2,299	-85.5%	Shares	Sole	2021-05-17
2020-12-31	$1,991,799	15,823	-50.4%	Shares	Sole	2021-02-12
2020-09-30	$3,884,071	31,923	—	Shares	Sole	2020-11-12
No filing history on record for this holder in this stock.