OneAscent Financial Services LLC
Position in IBM — International Business Machines Corp
CIK 1780985
BIRMINGHAM, AL
Position in IBM
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,236,480
+$127,304 QoQ
Shares Held
4,397
-3.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#1,736
of 3,616 holders
Holding Since
Sep 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in IBM Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026OneAscent Financial Services LLC holds $1,550,970 across 2 Information Technology Services names. IBM ranks #1 (79.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
This page
|
4,397 | $1,236,480 | |
| 2 | G |
Genpact LTD
|
11,436 | $314,490 |
All Filings in IBM
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,236,480 | 4,397 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $1,109,176 | 4,576 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $1,156,403 | 3,904 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $375,837 | 1,332 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $1,269,617 | 4,307 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $2,007,680 | 8,074 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $877,341 | 3,991 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $825,070 | 3,732 | Shares | Sole | 2024-11-07 | |
| 2024-03-31 | $755,246 | 3,955 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $614,293 | 3,756 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $325,916 | 2,323 | Shares | Sole | 2023-10-13 | |
| No filing history on record for this holder in this stock. | ||||||