Bell Investment Advisors, Inc
Position in IBM — International Business Machines Corp
CIK 1890149
ORINDA, CA
Position in IBM
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$217,375
+$35,825 QoQ
Shares Held
773
+3.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#3,248
of 3,554 holders
Holding Since
Sep 2021
19 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, 2026Bell Investment Advisors, Inc holds $411,007 across 26 Information Technology Services names. IBM ranks #1 (52.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
This page
|
773 | $217,375 | |
| 2 | BR |
Broadridge Financial Solutions, Inc.
|
213 | $29,170 | |
| 3 | INFY |
Infosys Ltd
|
2,129 | $22,333 | |
| 4 | IT |
Gartner Inc
|
166 | $21,516 | |
| 5 | WIT |
Wipro Ltd
|
9,105 | $20,486 | |
| 6 | ACN |
Accenture plc
|
138 | $17,172 | |
| 7 | GIB |
Cgi Inc
|
240 | $15,496 | |
| 8 | CACI |
Caci International Inc /De/
|
29 | $13,434 |
All Filings in IBM
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $217,375 | 773 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $181,550 | 749 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $159,064 | 537 | Shares | Sole | 2026-02-24 | |
| 2025-09-30 | $133,461 | 473 | Shares | Sole | 2025-11-21 | |
| 2025-06-30 | $148,863 | 505 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $101,204 | 407 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $87,712 | 399 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $87,105 | 394 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $66,758 | 386 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $71,037 | 372 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $58,060 | 355 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $51,630 | 368 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $48,706 | 364 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $27,266 | 208 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $44,521 | 316 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $35,761 | 301 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $35,438 | 251 | Shares | Sole | 2022-08-12 | |
| 2021-12-31 | $20,717 | 155 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $12,086 | 87 | Shares | Sole | 2021-11-12 | |
| No filing history on record for this holder in this stock. | ||||||