CBIZ Investment Advisory Services, LLC

Position in IBM — International Business Machines Corp

CIK 1795934 INDEPENDENCE, OH

Position in IBM

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$57,366

+$7,919 QoQ

Shares Held

204

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#3,514

of 3,616 holders

Holding Since

Mar 2020

17 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

CBIZ Investment Advisory Services, LLC holds $68,331 across 4 Information Technology Services names. IBM ranks #1 (84.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	IBM	International Business Machines Corp This page	204	$57,366
2	JKHY	Jack Henry & Associates Inc	30	$4,132
3	BR	Broadridge Financial Solutions, Inc.	29	$3,971
4	ACN	Accenture plc	23	$2,862

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$57,366	204	0.0%	Shares	Sole	2026-08-13
2026-03-31	$49,447	204	-50.0%	Shares	Sole	2026-05-12
2025-12-31	$120,853	408	+42.2%	Shares	Sole	2026-02-09
2025-09-30	$80,979	287	-19.6%	Shares	Sole	2025-11-06
2025-06-30	$105,236	357	+14.1%	Shares	Sole	2025-08-11
2025-03-31	$77,830	313	+51.9%	Shares	Sole	2025-06-03
2024-12-31	$45,284	206	+4.6%	Shares	Sole	2025-02-10
2024-09-30	$43,552	197	+52.7%	Shares	Sole	2024-11-12
2024-06-30	$22,310	129	0.0%	Shares	Sole	2024-08-09
2024-03-31	$24,633	129	—	Shares	Sole	2024-05-13
2021-09-30	$17,921	129	0.0%	Principal	Sole	2021-11-12
2021-06-30	$18,910	129	0.0%	Principal	Sole	2021-08-16
2021-03-31	$17,190	129	0.0%	Principal	Sole	2021-05-17
2020-12-31	$16,238	129	0.0%	Principal	Sole	2021-02-16
2020-09-30	$15,695	129	0.0%	Principal	Sole	2020-11-13
2020-06-30	$15,579	129	-33.8%	Principal	Sole	2020-08-14
2020-03-31	$21,631	195	—	Principal	Sole	2020-05-15
No filing history on record for this holder in this stock.