Apella Capital, LLC
Position in IBM — International Business Machines Corp
CIK 1801507
WEST HARTFORD, CT
Position in IBM
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$4,157,689
+$525,475 QoQ
Shares Held
14,785
-1.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.56%
of 13F equity value
Holder Rank
#960
of 3,615 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in IBM Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026Apella Capital, LLC holds $8,947,944 across 7 Information Technology Services names. IBM ranks #1 (46.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
This page
|
14,785 | $4,157,689 | |
| 2 | LDOS |
Leidos Holdings, Inc.
|
18,780 | $1,933,776 | |
| 3 | SAIC |
Science Applications International Corp
|
12,320 | $1,360,251 | |
| 4 | ACN |
Accenture plc
|
9,818 | $1,221,751 | |
| 5 | BR |
Broadridge Financial Solutions, Inc.
|
1,506 | $206,246 | |
| 6 | CLVT |
Clarivate PLC
|
15,921 | $34,389 | |
| 7 | WIT |
Wipro Ltd
|
15,041 | $33,842 |
All Filings in IBM
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,157,689 | 14,785 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $3,632,214 | 14,985 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $2,600,131 | 8,778 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $2,450,841 | 8,686 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $2,230,305 | 7,566 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $1,639,166 | 6,592 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $1,087,718 | 4,948 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $1,060,962 | 4,799 | Shares | Sole | 2024-10-03 | |
| 2024-06-30 | $714,629 | 4,132 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $441,881 | 2,314 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $469,224 | 2,869 | Shares | Sole | 2024-01-05 | |
| 2023-09-30 | $421,882 | 3,007 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $309,368 | 2,312 | Shares | Sole | 2023-07-06 | |
| 2022-12-31 | $314,889 | 2,235 | Shares | Sole | 2023-01-10 | |
| 2022-09-30 | $248,788 | 2,094 | Shares | Sole | 2022-10-11 | |
| 2022-06-30 | $287,180 | 2,034 | Shares | Sole | 2022-07-08 | |
| 2022-03-31 | $237,676 | 1,828 | Shares | Sole | 2022-04-11 | |
| 2021-12-31 | $229,627 | 1,718 | Shares | Sole | 2022-01-13 | |
| 2021-09-30 | $203,393 | 1,464 | Shares | Sole | 2022-01-18 | |
| 2021-06-30 | $243,779 | 1,663 | Shares | Sole | 2022-01-18 | |
| 2021-03-31 | $328,619 | 2,466 | Shares | Sole | 2021-04-15 | |
| 2020-12-31 | $348,435 | 2,768 | Shares | Sole | 2021-02-18 | |
| 2020-09-30 | $297,848 | 2,448 | Shares | Sole | 2020-10-22 | |
| 2020-06-30 | $295,524 | 2,447 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $271,445 | 2,447 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||