Kestra Advisory Services, LLC
Position in IBM — International Business Machines Corp
CIK 1830819
AUSTIN, TX
Position in IBM
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$62,116,758
+$4,319,105 QoQ
Shares Held
220,891
-7.4% QoQ
Ownership
0.023%
of shares outstanding
% of Portfolio
0.47%
of 13F equity value
Holder Rank
#211
of 3,633 holders
Holding Since
Sep 2020
24 quarters on record
Common Shares in IBM Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026Kestra Advisory Services, LLC holds $95,119,677 across 21 Information Technology Services names. IBM ranks #1 (65.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
This page
|
220,891 | $62,116,758 | |
| 2 | ACN |
Accenture plc
|
92,555 | $11,517,544 | |
| 3 | APLD |
Applied Digital Corp.
|
156,312 | $5,830,437 | |
| 4 | FIS |
Fidelity National Information Services, Inc.
|
86,345 | $3,357,093 | |
| 5 | CIFR |
Cipher Digital Inc.
|
84,038 | $2,058,931 | |
| 6 | IBEX |
IBEX Ltd
|
55,170 | $1,675,512 | |
| 7 | CACI |
Caci International Inc /De/
|
3,281 | $1,519,956 | |
| 8 | BR |
Broadridge Financial Solutions, Inc.
|
10,866 | $1,488,098 |
All Filings in IBM
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $62,116,758 | 220,891 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $57,797,653 | 238,449 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $55,555,074 | 187,553 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $51,323,211 | 181,894 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $58,819,811 | 199,538 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $42,306,763 | 170,139 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $41,962,469 | 190,886 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $39,185,987 | 177,248 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $34,001,797 | 196,599 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $33,282,227 | 174,289 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $23,014,919 | 140,721 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $18,123,954 | 129,180 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $18,662,346 | 139,469 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $16,660,359 | 127,091 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $21,308,485 | 151,242 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $17,500,356 | 147,297 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $19,776,906 | 140,073 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $15,677,811 | 120,580 | Shares | Sole | 2022-07-20 | |
| 2021-12-31 | $15,755,840 | 117,880 | Shares | Sole | 2022-07-25 | |
| 2021-09-30 | $14,504,573 | 104,402 | Shares | Sole | 2022-07-25 | |
| 2021-06-30 | $16,417,639 | 111,997 | Shares | Sole | 2022-07-26 | |
| 2021-03-31 | $14,024,813 | 105,244 | Shares | Sole | 2022-07-27 | |
| 2020-12-31 | $14,016,112 | 111,345 | Shares | Sole | 2022-07-28 | |
| 2020-09-30 | $9,630,057 | 79,149 | Shares | Sole | 2022-07-29 | |
| No filing history on record for this holder in this stock. | ||||||