Pathstone Holdings, LLC

Position in IBM — International Business Machines Corp

CIK 2011612 ENGLEWOOD, NJ

Position in IBM

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$38,815,414

+$10,077,900 QoQ

Shares Held

138,030

+16.4% QoQ

Ownership

0.015%

of shares outstanding

% of Portfolio

0.21%

of 13F equity value

Holder Rank

#276

of 3,616 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 33% Shared 5% None 62%

Technology · as of Jun 30, 2026

Pathstone Holdings, LLC holds $97,033,819 across 27 Information Technology Services names. IBM ranks #1 (40.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	IBM	International Business Machines Corp This page	138,030	$38,815,414
2	EFOR	Everforth Inc	1,280,177	$22,876,762
3	ACN	Accenture plc	64,855	$8,070,555
4	BR	Broadridge Financial Solutions, Inc.	30,083	$4,119,865
5	CACI	Caci International Inc /De/	5,942	$2,752,690
6	LDOS	Leidos Holdings, Inc.	22,760	$2,343,596
7	VYX	NCR Voyix Corp	286,418	$2,340,033
8	CDW	CDW Corp	13,046	$1,834,788

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$38,815,414	138,030	+16.4%	Shares	Defined	2026-08-13
2026-03-31	$28,737,514	118,559	+2.5%	Shares	Other	2026-05-11
2025-12-31	$34,266,164	115,682	-0.2%	Shares	Defined	2026-02-13
2025-09-30	$32,702,625	115,901	+0.0%	Shares	Other	2025-11-13
2025-06-30	$34,150,556	115,851	-3.7%	Shares	Other	2025-08-12
2025-03-31	$29,920,262	120,326	+3.3%	Shares	Other	2025-05-15
2024-12-31	$25,610,194	116,500	+1.2%	Shares	Other	2025-02-14
2024-09-30	$25,444,758	115,093	+3.2%	Shares	Defined	2024-11-07
2024-06-30	$19,289,977	111,535	+0.8%	Shares	Other	2024-08-14
2024-03-31	$21,124,949	110,625	-2.2%	Shares	Defined	2024-05-13
2023-12-31	$18,505,190	113,147	—	Shares	Defined	2024-02-14
No filing history on record for this holder in this stock.