Fiduciary Alliance LLC
Position in IBM — International Business Machines Corp
CIK 1954805
GREENVILLE, SC
Position in IBM
as of Mar 31, 2026
· filed Apr 20, 2026
Position Value
$5,895,409
-$2,954,753 QoQ
Shares Held
24,322
-18.6% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.59%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
10 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in IBM Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Mar 31, 2026Fiduciary Alliance LLC holds $10,473,384 across 6 Information Technology Services names. IBM ranks #1 (56.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
This page
|
24,322 | $5,895,409 | |
| 2 | BBAI |
BigBear.ai Holdings, Inc.
|
679,066 | $2,390,312 | |
| 3 | LDOS |
Leidos Holdings, Inc.
|
4,919 | $765,002 | |
| 4 | APLD |
Applied Digital Corp.
|
28,125 | $667,687 | |
| 5 | CTSH |
Cognizant Technology Solutions Corp
|
6,847 | $420,063 | |
| 6 | ACN |
Accenture plc
|
1,689 | $334,911 |
All Filings in IBM
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,895,409 | 24,322 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $8,850,162 | 29,878 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $7,330,516 | 25,980 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $5,431,911 | 18,427 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $1,388,766 | 5,585 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $1,187,082 | 5,400 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $584,314 | 2,643 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $287,097 | 1,660 | Shares | Sole | 2024-07-10 | |
| 2023-06-30 | $24,487 | 183 | Shares | Sole | 2023-07-18 | |
| 2022-12-31 | $25,501 | 181 | Shares | Sole | 2023-01-19 | |
| No filing history on record for this holder in this stock. | ||||||