Arkadios Wealth Advisors
Position in IBM — International Business Machines Corp
CIK 1800798
ATLANTA, GA
Position in IBM
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$11,089,515
-$848,919 QoQ
Shares Held
39,435
-19.9% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#548
of 3,626 holders
Holding Since
Mar 2020
26 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, 2026Arkadios Wealth Advisors holds $24,535,950 across 11 Information Technology Services names. IBM ranks #1 (45.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
This page
|
39,435 | $11,089,515 | |
| 2 | ACN |
Accenture plc
|
39,569 | $4,923,965 | |
| 3 | LDOS |
Leidos Holdings, Inc.
|
29,212 | $3,007,959 | |
| 4 | IT |
Gartner Inc
|
13,212 | $1,712,538 | |
| 5 | PSN |
Parsons Corp
|
25,181 | $1,319,231 | |
| 6 | CTSH |
Cognizant Technology Solutions Corp
|
27,828 | $1,077,777 | |
| 7 | FIS |
Fidelity National Information Services, Inc.
|
12,226 | $475,346 | |
| 8 | INFY |
Infosys Ltd
|
38,333 | $402,112 |
All Filings in IBM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,089,515 | 39,435 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $11,938,434 | 49,253 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $11,170,078 | 37,710 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $8,973,534 | 31,803 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $7,748,291 | 26,285 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $6,333,370 | 25,470 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $3,953,862 | 17,986 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $4,141,933 | 18,735 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $3,001,547 | 17,355 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $2,933,527 | 15,362 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $2,460,773 | 15,046 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $2,077,702 | 14,809 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $920,746 | 6,881 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $914,614 | 6,977 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $848,439 | 6,022 | Shares | Sole | 2023-01-11 | |
| 2022-09-30 | $724,503 | 6,098 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $530,592 | 3,758 | Shares | Sole | 2022-07-14 | |
| 2022-03-31 | $463,131 | 3,562 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $735,798 | 5,505 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $1,117,831 | 8,046 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $921,464 | 6,286 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $354,738 | 2,662 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $408,228 | 3,243 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $281,909 | 2,317 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $222,337 | 1,841 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $240,607 | 2,169 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||