First National Advisers, LLC
Position in IBM — International Business Machines Corp
CIK 1941030
Omaha, NE
Position in IBM
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$242,965
-$16,514 QoQ
Shares Held
864
-1.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#3,185
of 3,616 holders
Holding Since
Mar 2024
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in IBM Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026First National Advisers, LLC holds $3,946,845 across 5 Information Technology Services names. IBM ranks #5 (6.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BR |
Broadridge Financial Solutions, Inc.
|
12,856 | $1,760,629 | |
| 2 | ACN |
Accenture plc
|
8,663 | $1,078,023 | |
| 3 | CACI |
Caci International Inc /De/
|
1,081 | $500,784 | |
| 4 | EXLS |
ExlService Holdings, Inc.
|
14,093 | $364,444 | |
| 5 | IBM |
International Business Machines Corp
This page
|
864 | $242,965 |
All Filings in IBM
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $242,965 | 864 | Shares | Sole | 2026-07-21 | |
| 2025-12-31 | $259,479 | 876 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $278,491 | 987 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $285,936 | 970 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $223,545 | 899 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $337,219 | 1,534 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $342,452 | 1,549 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $267,899 | 1,549 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $286,440 | 1,500 | Shares | Sole | 2024-05-15 | |
| No filing history on record for this holder in this stock. | ||||||