Pathstone Holdings, LLC

Position in IBM — International Business Machines Corp

CIK 2011612 ENGLEWOOD, NJ

Position in IBM

as of Mar 31, 2026 · filed May 11, 2026 Compact

Position Value

$28,737,514

-$5,528,650 QoQ

Shares Held

118,559

+2.5% QoQ

Ownership

0.013%

of shares outstanding

% of Portfolio

0.20%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2023

10 quarters on record

Voting authority Sole 38.267023169898536.ToString("F0")% Shared 0.9750419622297758.ToString("F0")% None 60.75793486787169.ToString("F0")%

Technology · as of Mar 31, 2026

Pathstone Holdings, LLC holds $120,434,994 across 27 Information Technology Services names. IBM ranks #2 (23.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	EFOR	Everforth Inc	1,202,233	$46,538,439
2	IBM	International Business Machines Corp This page	118,559	$28,737,514
3	ACN	Accenture plc	71,612	$14,199,941
4	BR	Broadridge Financial Solutions, Inc.	24,398	$3,964,186
5	CACI	Caci International Inc /De/	7,132	$3,878,879
6	LDOS	Leidos Holdings, Inc.	20,462	$3,182,249
7	CTSH	Cognizant Technology Solutions Corp	45,896	$2,815,718
8	IT	Gartner Inc	17,774	$2,814,333

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
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.