N.E.W. Advisory Services LLC
Position in IBM — International Business Machines Corp
CIK 1803456
DE PERE, WI
Position in IBM
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$4,837,655
+$555,594 QoQ
Shares Held
17,203
-2.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.79%
of 13F equity value
Holder Rank
#895
of 3,616 holders
Holding Since
Dec 2020
23 quarters on record
Common Shares in IBM Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026N.E.W. Advisory Services LLC holds $5,030,308 across 10 Information Technology Services names. IBM ranks #1 (96.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
This page
|
17,203 | $4,837,655 | |
| 2 | FIS |
Fidelity National Information Services, Inc.
|
1,496 | $58,164 | |
| 3 | APLD |
Applied Digital Corp.
|
1,116 | $41,626 | |
| 4 | LDOS |
Leidos Holdings, Inc.
|
400 | $41,188 | |
| 5 | ACN |
Accenture plc
|
228 | $28,372 | |
| 6 | BBAI |
BigBear.ai Holdings, Inc.
|
3,910 | $14,349 | |
| 7 | INOD |
Innodata Inc
|
50 | $3,779 | |
| 8 | CDW |
CDW Corp
|
20 | $2,812 |
All Filings in IBM
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,837,655 | 17,203 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $4,282,061 | 17,666 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $5,145,463 | 17,371 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $4,901,119 | 17,370 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $5,127,698 | 17,395 | Shares | Sole | 2025-08-18 | |
| 2025-03-31 | $4,431,618 | 17,822 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $3,805,037 | 17,309 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $3,853,424 | 17,430 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $3,181,761 | 18,397 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $3,516,337 | 18,414 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $2,864,578 | 17,515 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $2,618,699 | 18,665 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $2,457,822 | 18,368 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $2,499,361 | 19,066 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $2,473,605 | 17,557 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $1,983,414 | 16,694 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,543,630 | 10,933 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $1,147,166 | 8,823 | Shares | Sole | 2022-04-11 | |
| 2021-12-31 | $1,557,807 | 11,655 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $1,562,962 | 11,250 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $1,475,574 | 10,066 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $1,171,088 | 8,788 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $484,764 | 3,851 | Shares | Sole | 2021-01-14 | |
| No filing history on record for this holder in this stock. | ||||||