Envestnet Portfolio Solutions, Inc.

Position in IBM — International Business Machines Corp

CIK 1998033 BERWYN, PA

Position in IBM

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$9,816,478

+$3,750,669 QoQ

Shares Held

34,908

+39.5% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.26%

of 13F equity value

Holder Rank

#584

of 3,616 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Envestnet Portfolio Solutions, Inc. holds $23,276,492 across 9 Information Technology Services names. IBM ranks #1 (42.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	IBM	International Business Machines Corp This page	34,908	$9,816,478
2	LDOS	Leidos Holdings, Inc.	55,865	$5,752,419
3	ACN	Accenture plc	30,041	$3,738,302
4	CACI	Caci International Inc /De/	2,346	$1,086,807
5	G	Genpact LTD	27,158	$746,845
6	SAIC	Science Applications International Corp	6,014	$664,005
7	BR	Broadridge Financial Solutions, Inc.	4,483	$613,946
8	JKHY	Jack Henry & Associates Inc	3,759	$517,764

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$9,816,478	34,908	+39.5%	Shares	Sole	2026-07-20
2026-03-31	$6,065,809	25,025	-10.1%	Shares	Sole	2026-04-29
2025-12-31	$8,246,190	27,839	+59.0%	Shares	Sole	2026-02-06
2025-09-30	$4,940,057	17,508	-9.3%	Shares	Sole	2025-10-30
2025-06-30	$5,692,201	19,310	+8.6%	Shares	Sole	2025-07-25
2025-03-31	$4,421,423	17,781	-62.7%	Shares	Sole	2025-04-21
2024-12-31	$10,475,119	47,651	-4.9%	Shares	Sole	2025-02-10
2024-09-30	$11,080,971	50,122	-1.2%	Shares	Sole	2024-10-31
2024-06-30	$8,773,061	50,726	-6.8%	Shares	Sole	2024-07-16
2024-03-31	$10,390,324	54,411	+37.8%	Shares	Sole	2024-05-06
2023-12-31	$6,457,281	39,482	-12.4%	Shares	Sole	2024-02-07
2023-09-30	$6,325,565	45,086	—	Shares	Sole	2023-11-13
No filing history on record for this holder in this stock.