Applied Finance Capital Management, LLC

Position in IBM — International Business Machines Corp

CIK 1966007 SAN JUAN, PR

Position in IBM

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$30,149,648

+$3,916,991 QoQ

Shares Held

107,214

-0.9% QoQ

Ownership

0.011%

of shares outstanding

% of Portfolio

2.27%

of 13F equity value

Holder Rank

#322

of 3,615 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 99% Shared 0% None 1%

Technology · as of Jun 30, 2026

Applied Finance Capital Management, LLC holds $32,761,745 across 5 Information Technology Services names. IBM ranks #1 (92.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	IBM	International Business Machines Corp This page	107,214	$30,149,648
2	ACN	Accenture plc	12,587	$1,566,326
3	BR	Broadridge Financial Solutions, Inc.	3,406	$466,451
4	LDOS	Leidos Holdings, Inc.	3,352	$345,155
5	CDW	CDW Corp	1,665	$234,165

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$30,149,648	107,214	-0.9%	Shares	Sole	2026-07-28
2026-03-31	$26,232,657	108,225	-8.3%	Shares	Sole	2026-05-04
2025-12-31	$34,943,301	117,968	+2.3%	Shares	Sole	2026-02-05
2025-09-30	$32,534,458	115,305	-12.2%	Shares	Sole	2025-11-06
2025-06-30	$38,715,520	131,337	-16.6%	Shares	Sole	2025-07-29
2025-03-31	$39,155,992	157,468	-45.9%	Shares	Sole	2025-05-07
2024-12-31	$63,960,417	290,954	-15.4%	Shares	Sole	2025-02-13
2024-09-30	$76,018,579	343,851	+7.3%	Shares	Sole	2024-11-08
2024-06-30	$55,418,368	320,430	+28.3%	Shares	Sole	2024-07-31
2024-03-31	$47,698,752	249,784	+13.2%	Shares	Sole	2024-05-07
2023-12-31	$36,090,251	220,668	+4.5%	Shares	Sole	2024-02-08
2023-09-30	$29,625,186	211,156	+13.9%	Shares	Sole	2023-11-08
2023-06-30	$24,816,670	185,462	-0.5%	Shares	Sole	2023-08-14
2023-03-31	$24,430,718	186,366	-6.6%	Shares	Sole	2023-05-12
2022-12-31	$28,104,173	199,476	—	Shares	Sole	2023-02-15
No filing history on record for this holder in this stock.