Davis Capital Management

Position in IBM — International Business Machines Corp

CIK 1811806 JACKSONVILLE, FL

Position in IBM

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$48,649

-$313 QoQ

Shares Held

173

-14.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#3,462

of 3,554 holders

Holding Since

Mar 2020

12 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Davis Capital Management holds $1,288,278 across 17 Information Technology Services names. IBM ranks #3 (3.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	G	Genpact LTD	34,300	$943,250
2	INFY	Infosys Ltd	26,288	$275,761
3	IBM	International Business Machines Corp This page	173	$48,649
4	ACN	Accenture plc	119	$14,808
5	FIS	Fidelity National Information Services, Inc.	78	$3,032
6	BR	Broadridge Financial Solutions, Inc.	7	$958
7	CTSH	Cognizant Technology Solutions Corp	9	$348
8	CDW	CDW Corp	2	$281

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$48,649	173	-14.4%	Shares	Sole	2026-07-16
2026-03-31	$48,962	202	+5.8%	Shares	Sole	2026-04-16
2025-12-31	$56,576	191	0.0%	Shares	Sole	2026-01-28
2025-09-30	$53,892	191	+4.9%	Shares	Sole	2025-10-21
2025-03-31	$45,256	182	-2.2%	Shares	Sole	2025-04-11
2024-12-31	$40,888	186	0.0%	Shares	Sole	2025-01-17
2024-09-30	$41,120	186	0.0%	Shares	Sole	2024-10-01
2024-06-30	$32,168	186	0.0%	Shares	Sole	2024-07-02
2024-03-31	$35,518	186	0.0%	Shares	Sole	2024-04-05
2023-12-31	$30,420	186	-64.8%	Shares	Sole	2024-02-14
2020-06-30	$63,887	529	-8.6%	Shares	Sole	2020-07-29
2020-03-31	$64,228	579	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.