Position in IBM
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$64,722,168
+$10,550,427 QoQ
Shares Held
230,156
+3.0% QoQ
Ownership
0.024%
of shares outstanding
% of Portfolio
0.88%
of 13F equity value
Holder Rank
#203
of 3,616 holders
Holding Since
Sep 2022
16 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in IBM Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026NewEdge Wealth, LLC holds $80,463,264 across 10 Information Technology Services names. IBM ranks #1 (80.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
This page
|
230,156 | $64,722,168 | |
| 2 | ACN |
Accenture plc
|
66,883 | $8,322,920 | |
| 3 | JKHY |
Jack Henry & Associates Inc
|
31,575 | $4,349,140 | |
| 4 | GDS |
GDS Holdings Ltd
|
29,673 | $891,080 | |
| 5 | CACI |
Caci International Inc /De/
|
1,594 | $738,436 | |
| 6 | APLD |
Applied Digital Corp.
|
14,500 | $540,850 | |
| 7 | INFY |
Infosys Ltd
|
33,537 | $351,803 | |
| 8 | CDW |
CDW Corp
|
2,178 | $306,313 |
All Filings in IBM
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $64,722,168 | 230,156 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $54,171,741 | 223,490 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $61,542,959 | 207,768 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $55,943,581 | 198,269 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $56,436,515 | 191,453 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $45,184,257 | 181,711 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $38,091,482 | 173,277 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $35,665,288 | 161,323 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $23,775,090 | 137,468 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $1,434,109 | 7,510 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $1,525,921 | 9,330 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $794,518 | 5,663 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $731,940 | 5,470 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $808,825 | 6,170 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $594,837 | 4,222 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $260,906 | 2,196 | Shares | Sole | 2022-11-14 | |
| No filing history on record for this holder in this stock. | ||||||