Annis Gardner Whiting Capital Advisors, LLC
Position in IBM — International Business Machines Corp
CIK 1998414
TAMPA, FL
Position in IBM
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$694,588
+$22,683 QoQ
Shares Held
2,470
-10.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#2,237
of 3,611 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in IBM Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026Annis Gardner Whiting Capital Advisors, LLC holds $1,159,122 across 2 Information Technology Services names. IBM ranks #1 (59.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
This page
|
2,470 | $694,588 | |
| 2 | ACN |
Accenture plc
|
3,733 | $464,534 |
All Filings in IBM
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $694,588 | 2,470 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $671,905 | 2,772 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $859,601 | 2,902 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $402,642 | 1,427 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $488,450 | 1,657 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $353,345 | 1,421 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $378,327 | 1,721 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $356,602 | 1,613 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $263,748 | 1,525 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $294,269 | 1,541 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $195,115 | 1,193 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $167,377 | 1,193 | Shares | Sole | 2023-11-08 | |
| No filing history on record for this holder in this stock. | ||||||