BARTLETT & CO. WEALTH MANAGEMENT LLC
Position in IBM — International Business Machines Corp
CIK 2010186
CINCINNATI, OH
Position in IBM
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$7,405,102
+$1,836,677 QoQ
Shares Held
26,333
+14.6% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#709
of 3,615 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 97%
Shared 0%
None 3%
Common Shares in IBM Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026BARTLETT & CO. WEALTH MANAGEMENT LLC holds $42,816,382 across 18 Information Technology Services names. IBM ranks #2 (17.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ACN |
Accenture plc
|
263,800 | $32,827,271 | |
| 2 | IBM |
International Business Machines Corp
This page
|
26,333 | $7,405,102 | |
| 3 | CDW |
CDW Corp
|
11,810 | $1,660,958 | |
| 4 | INOD |
Innodata Inc
|
3,717 | $280,930 | |
| 5 | WYY |
Widepoint Corp
|
11,825 | $206,937 | |
| 6 | BR |
Broadridge Financial Solutions, Inc.
|
789 | $108,053 | |
| 7 | EXLS |
ExlService Holdings, Inc.
|
4,023 | $104,034 | |
| 8 | FIS |
Fidelity National Information Services, Inc.
|
1,460 | $56,764 |
All Filings in IBM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,405,102 | 26,333 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $5,568,425 | 22,973 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $6,713,599 | 22,665 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $6,589,000 | 23,352 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $6,893,430 | 23,385 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $5,873,100 | 23,619 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $5,565,216 | 25,316 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $5,658,100 | 25,593 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $4,460,207 | 25,789 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $5,133,577 | 26,883 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $4,433,513 | 27,108 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $4,550,349 | 32,433 | Shares | Sole | 2024-02-14 | |
| 2023-06-30 | $4,532,679 | 33,874 | Shares | Sole | 2024-02-14 | |
| 2023-03-31 | $4,455,093 | 33,985 | Shares | Sole | 2024-02-14 | |
| 2022-12-31 | $4,936,644 | 35,039 | Shares | Sole | 2024-02-14 | |
| 2022-09-30 | $4,272,526 | 35,961 | Shares | Sole | 2024-02-14 | |
| 2022-06-30 | $4,973,417 | 35,225 | Shares | Sole | 2024-02-14 | |
| 2022-03-31 | $4,641,063 | 35,695 | Shares | Sole | 2024-02-14 | |
| 2021-12-31 | $4,867,228 | 36,415 | Shares | Sole | 2024-02-14 | |
| 2021-09-30 | $5,038,575 | 36,267 | Shares | Sole | 2024-02-14 | |
| 2021-06-30 | $5,328,839 | 36,352 | Shares | Sole | 2024-02-14 | |
| 2021-03-31 | $5,063,612 | 37,998 | Shares | Sole | 2024-02-14 | |
| 2020-12-31 | $7,309,475 | 58,067 | Shares | Sole | 2024-02-13 | |
| 2020-09-30 | $7,653,163 | 62,901 | Shares | Sole | 2024-02-13 | |
| 2020-06-30 | $7,898,600 | 65,402 | Shares | Sole | 2024-02-13 | |
| 2020-03-31 | $7,646,624 | 68,932 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||