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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, 2026

Fiduciary 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

All Filings in IBM

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10 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $5,895,409 24,322
2025-12-31 $8,850,162 29,878
2025-09-30 $7,330,516 25,980
2025-06-30 $5,431,911 18,427
2025-03-31 $1,388,766 5,585
2024-12-31 $1,187,082 5,400
2024-09-30 $584,314 2,643
2024-06-30 $287,097 1,660
2023-06-30 $24,487 183
2022-12-31 $25,501 181