Excelsior Advisor Network LLC
Position in IBM — International Business Machines Corp
CIK 2110679
SCOTTSDALE, AZ
Position in IBM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,978,857
+$1,760,363 QoQ
Shares Held
10,593
+110.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.54%
of 13F equity value
Holder Rank
#1,121
of 3,616 holders
Holding Since
Dec 2025
3 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, 2026Excelsior Advisor Network LLC holds $6,226,525 across 5 Information Technology Services names. IBM ranks #1 (47.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
This page
|
10,593 | $2,978,857 | |
| 2 | ACN |
Accenture plc
|
10,236 | $1,273,767 | |
| 3 | BR |
Broadridge Financial Solutions, Inc.
|
6,506 | $890,996 | |
| 4 | LDOS |
Leidos Holdings, Inc.
|
5,669 | $583,736 | |
| 5 | JKHY |
Jack Henry & Associates Inc
|
3,624 | $499,169 |
All Filings in IBM
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,978,857 | 10,593 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,218,494 | 5,027 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,524,889 | 5,148 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||