Key Financial Inc
Position in IBM — International Business Machines Corp
CIK 1801720
WEST CHESTER, PA
Position in IBM
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$867,251
+$101,299 QoQ
Shares Held
3,084
-2.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.42%
of 13F equity value
Holder Rank
#2,017
of 3,611 holders
Holding Since
Mar 2020
26 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, 2026Key Financial Inc holds $1,260,976 across 16 Information Technology Services names. IBM ranks #1 (68.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
This page
|
3,084 | $867,251 | |
| 2 | BR |
Broadridge Financial Solutions, Inc.
|
1,117 | $152,973 | |
| 3 | LDOS |
Leidos Holdings, Inc.
|
1,041 | $107,191 | |
| 4 | FIS |
Fidelity National Information Services, Inc.
|
1,150 | $44,712 | |
| 5 | ACN |
Accenture plc
|
312 | $38,825 | |
| 6 | CACI |
Caci International Inc /De/
|
44 | $20,383 | |
| 7 | INFY |
Infosys Ltd
|
979 | $10,269 | |
| 8 | CTSH |
Cognizant Technology Solutions Corp
|
139 | $5,383 |
All Filings in IBM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $867,251 | 3,084 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $765,952 | 3,160 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $914,696 | 3,088 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $871,310 | 3,088 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $555,070 | 1,883 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $500,303 | 2,012 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $441,198 | 2,007 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $451,445 | 2,042 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $360,946 | 2,087 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $398,533 | 2,087 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $341,328 | 2,087 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $293,507 | 2,092 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $279,930 | 2,092 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $274,240 | 2,092 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $285,443 | 2,026 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $240,709 | 2,026 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $281,250 | 1,992 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $243,397 | 1,872 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $250,211 | 1,872 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $260,077 | 1,872 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $274,416 | 1,872 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $257,858 | 1,935 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $231,367 | 1,838 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $256,115 | 2,105 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $235,743 | 1,952 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $231,621 | 2,088 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||