Millstone Evans Group, LLC
Position in IBM — International Business Machines Corp
CIK 2041943
BOULDER, CO
Position in IBM
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,801,712
+$209,937 QoQ
Shares Held
6,407
-2.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.38%
of 13F equity value
Holder Rank
#1,466
of 3,616 holders
Holding Since
Dec 2024
7 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, 2026Millstone Evans Group, LLC holds $1,861,544 across 8 Information Technology Services names. IBM ranks #1 (96.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
This page
|
6,407 | $1,801,712 | |
| 2 | CACI |
Caci International Inc /De/
|
32 | $14,824 | |
| 3 | ACN |
Accenture plc
|
117 | $14,559 | |
| 4 | IT |
Gartner Inc
|
95 | $12,313 | |
| 5 | KD |
Kyndryl Holdings, Inc.
|
637 | $7,204 | |
| 6 | CLVT |
Clarivate PLC
|
2,634 | $5,689 | |
| 7 | EXLS |
ExlService Holdings, Inc.
|
159 | $4,111 | |
| 8 | LDOS |
Leidos Holdings, Inc.
|
11 | $1,132 |
All Filings in IBM
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,801,712 | 6,407 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $1,591,775 | 6,567 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $1,935,139 | 6,533 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $1,765,192 | 6,256 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $1,844,438 | 6,257 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,548,903 | 6,229 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $1,351,954 | 6,150 | Shares | Sole | 2025-02-11 | |
| No filing history on record for this holder in this stock. | ||||||