Ascent Group, LLC
Position in IBM — International Business Machines Corp
CIK 1913231
VIRGINIA BEACH, VA
Position in IBM
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$4,955,198
+$529,159 QoQ
Shares Held
17,621
-3.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#866
of 3,554 holders
Holding Since
Dec 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, 2026Ascent Group, LLC holds $10,170,503 across 11 Information Technology Services names. IBM ranks #1 (48.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
This page
|
17,621 | $4,955,198 | |
| 2 | ACN |
Accenture plc
|
21,921 | $2,727,848 | |
| 3 | CTSH |
Cognizant Technology Solutions Corp
|
25,208 | $976,302 | |
| 4 | LDOS |
Leidos Holdings, Inc.
|
3,310 | $340,829 | |
| 5 | EFOR |
Everforth Inc
|
17,452 | $311,866 | |
| 6 | JKHY |
Jack Henry & Associates Inc
|
1,623 | $223,550 | |
| 7 | VRRM |
VERRA MOBILITY Corp
|
50,265 | $213,625 | |
| 8 | FIS |
Fidelity National Information Services, Inc.
|
5,272 | $204,973 |
All Filings in IBM
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,955,198 | 17,621 | Shares | Other | 2026-08-03 | |
| 2026-03-31 | $4,426,039 | 18,260 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $5,660,274 | 19,109 | Shares | Other | 2026-01-20 | |
| 2025-09-30 | $5,550,083 | 19,670 | Shares | Other | 2025-10-20 | |
| 2025-06-30 | $4,531,650 | 15,373 | Shares | Other | 2025-07-21 | |
| 2025-03-31 | $4,226,719 | 16,998 | Shares | Other | 2025-05-16 | |
| 2024-12-31 | $3,255,242 | 14,808 | Shares | Other | 2025-02-21 | |
| 2024-09-30 | $2,891,505 | 13,079 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,128,668 | 12,308 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $2,983,177 | 15,622 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $3,753,145 | 22,948 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $3,156,188 | 22,496 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $2,219,372 | 16,586 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $2,492,676 | 19,015 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $2,486,990 | 17,652 | Shares | Sole | 2023-02-17 | |
| 2022-09-30 | $2,038,066 | 17,154 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $6,684,358 | 47,343 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $1,598,855 | 12,297 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $282,958 | 2,117 | Shares | Sole | 2022-03-01 | |
| No filing history on record for this holder in this stock. | ||||||