Addison Advisors LLC
Position in IBM — International Business Machines Corp
CIK 1843745
MIDDLEBURY, VT
Position in IBM
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$154,664
-$1,124,185 QoQ
Shares Held
550
-89.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#3,401
of 3,616 holders
Holding Since
Dec 2020
22 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, 2026Addison Advisors LLC holds $170,841 across 6 Information Technology Services names. IBM ranks #1 (90.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
This page
|
550 | $154,664 | |
| 2 | BR |
Broadridge Financial Solutions, Inc.
|
36 | $4,930 | |
| 3 | FIS |
Fidelity National Information Services, Inc.
|
112 | $4,354 | |
| 4 | IT |
Gartner Inc
|
20 | $2,592 | |
| 5 | ACN |
Accenture plc
|
18 | $2,239 | |
| 6 | G |
Genpact LTD
|
75 | $2,062 |
All Filings in IBM
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $154,664 | 550 | Shares | Other | 2026-08-10 | |
| 2026-03-31 | $1,278,849 | 5,276 | Shares | Other | 2026-05-08 | |
| 2025-12-31 | $1,518,075 | 5,125 | Shares | Other | 2026-02-06 | |
| 2025-09-30 | $1,457,356 | 5,165 | Shares | Other | 2025-11-07 | |
| 2025-06-30 | $1,535,802 | 5,210 | Shares | Other | 2025-08-07 | |
| 2025-03-31 | $1,234,845 | 4,966 | Shares | Other | 2025-05-12 | |
| 2024-12-31 | $1,088,378 | 4,951 | Shares | Other | 2025-02-04 | |
| 2024-09-30 | $1,137,897 | 5,147 | Shares | Other | 2024-11-04 | |
| 2024-06-30 | $888,270 | 5,136 | Shares | Other | 2024-08-05 | |
| 2024-03-31 | $942,768 | 4,937 | Shares | Other | 2024-05-06 | |
| 2023-12-31 | $803,030 | 4,910 | Shares | Other | 2024-02-02 | |
| 2023-09-30 | $609,042 | 4,341 | Shares | Other | 2023-11-07 | |
| 2023-06-30 | $568,692 | 4,250 | Shares | Other | 2023-08-03 | |
| 2023-03-31 | $564,079 | 4,303 | Shares | Other | 2023-05-09 | |
| 2022-12-31 | $588,638 | 4,178 | Shares | Other | 2023-02-07 | |
| 2022-09-30 | $521,338 | 4,388 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $666,840 | 4,723 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $611,484 | 4,703 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $598,930 | 4,481 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $553,358 | 3,983 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $582,988 | 3,977 | Shares | Sole | 2021-07-29 | |
| 2020-12-31 | $455,811 | 3,621 | Shares | Sole | 2021-02-02 | |
| No filing history on record for this holder in this stock. | ||||||