Caldwell Trust Co
BankPosition in IBM — International Business Machines Corp
CIK 2080218
Venice, FL
Position in IBM
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$6,377,842
+$1,445,933 QoQ
Shares Held
22,680
+11.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.66%
of 13F equity value
Holder Rank
#768
of 3,615 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in IBM Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026Caldwell Trust Co holds $7,446,630 across 9 Information Technology Services names. IBM ranks #1 (85.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
This page
|
22,680 | $6,377,842 | |
| 2 | ACN |
Accenture plc
|
4,028 | $501,244 | |
| 3 | FIS |
Fidelity National Information Services, Inc.
|
5,421 | $210,768 | |
| 4 | CDW |
CDW Corp
|
990 | $139,233 | |
| 5 | BR |
Broadridge Financial Solutions, Inc.
|
993 | $135,991 | |
| 6 | CTSH |
Cognizant Technology Solutions Corp
|
1,075 | $41,634 | |
| 7 | IT |
Gartner Inc
|
200 | $25,924 | |
| 8 | APLD |
Applied Digital Corp.
|
350 | $13,055 |
All Filings in IBM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,377,842 | 22,680 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $4,931,909 | 20,347 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $5,861,995 | 19,790 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $5,197,951 | 18,422 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $4,803,145 | 16,294 | Shares | Sole | 2025-09-22 | |
| 2025-03-31 | $3,717,964 | 14,952 | Shares | Sole | 2025-09-23 | |
| 2024-12-31 | $2,696,434 | 12,266 | Shares | Sole | 2025-09-24 | |
| 2024-09-30 | $1,853,313 | 8,383 | Shares | Sole | 2025-09-24 | |
| 2024-06-30 | $1,301,794 | 7,527 | Shares | Sole | 2025-09-24 | |
| 2024-03-31 | $1,378,922 | 7,221 | Shares | Sole | 2025-09-24 | |
| 2023-12-31 | $2,552,688 | 15,608 | Shares | Sole | 2025-10-01 | |
| 2023-09-30 | $2,212,811 | 15,772 | Shares | Sole | 2025-10-01 | |
| 2023-06-30 | $2,148,185 | 16,054 | Shares | Sole | 2025-10-01 | |
| 2023-03-31 | $2,065,847 | 15,759 | Shares | Sole | 2025-10-01 | |
| 2022-12-31 | $2,253,817 | 15,997 | Shares | Sole | 2025-10-01 | |
| 2022-09-30 | $1,908,326 | 16,062 | Shares | Sole | 2025-10-01 | |
| 2022-06-30 | $2,354,343 | 16,675 | Shares | Sole | 2025-10-02 | |
| 2022-03-31 | $2,159,762 | 16,611 | Shares | Sole | 2025-10-02 | |
| 2021-12-31 | $2,364,311 | 17,689 | Shares | Sole | 2025-10-02 | |
| 2021-09-30 | $2,929,617 | 21,087 | Shares | Sole | 2025-10-02 | |
| 2021-06-30 | $3,173,525 | 21,649 | Shares | Sole | 2025-10-02 | |
| 2021-03-31 | $2,763,677 | 20,739 | Shares | Sole | 2025-10-02 | |
| 2020-12-31 | $2,619,563 | 20,810 | Shares | Sole | 2025-10-02 | |
| 2020-09-30 | $3,799,387 | 31,227 | Shares | Sole | 2025-10-02 | |
| 2020-06-30 | $3,008,260 | 24,909 | Shares | Sole | 2025-10-02 | |
| 2020-03-31 | $2,895,382 | 26,101 | Shares | Sole | 2025-10-02 | |
| No filing history on record for this holder in this stock. | ||||||