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DIMENSIONAL FUND ADVISORS LP

Position in IBM — International Business Machines Corp

CIK 354204 AUSTIN, TX

Position in IBM

as of Jun 30, 2026 · filed Aug 11, 2026
Position Value
$1,570,289,854
+$325,062,619 QoQ
Shares Held
5,584,047
+8.7% QoQ
Ownership
0.593%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#19
of 3,616 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 84% Shared 8% None 8%

Common Shares in IBM Over Time

Shares Held

Position Value (USD)

Position in Information Technology Services

Technology · as of Jun 30, 2026

DIMENSIONAL FUND ADVISORS LP holds $4,822,033,883 across 47 Information Technology Services names. IBM ranks #1 (32.6% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 IBM
International Business Machines Corp
This page
5,584,047 $1,570,289,854

All Filings in IBM

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26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $1,570,289,854 5,584,047
2026-03-31 $1,245,227,235 5,137,288
2025-12-31 $1,491,902,836 5,036,639
2025-09-30 $1,412,836,911 5,007,219
2025-06-30 $1,482,559,455 5,029,376
2025-03-31 $1,270,268,418 5,108,455
2024-12-31 $1,117,542,074 5,083,665
2024-09-30 $1,101,896,985 4,984,155
2024-06-30 $829,503,826 4,796,206
2024-03-31 $857,757,181 4,491,816
2023-12-31 $736,005,091 4,500,184
2023-09-30 $617,699,088 4,402,702
2023-06-30 $603,310,883 4,508,713
2023-03-31 $567,760,882 4,331,077
2022-12-31 $603,986,974 4,286,940
2022-09-30 $569,947,131 4,797,131
2022-06-30 $667,244,594 4,725,863
2022-03-31 $608,822,940 4,682,533
2021-12-31 $649,992,857 4,863,032
2021-09-30 $640,554,148 4,610,624
2021-06-30 $611,409,430 4,170,881
2021-03-31 $548,087,110 4,112,916
2020-12-31 $511,951,451 4,066,979
2020-09-30 $485,503,767 3,990,333
2020-06-30 $487,762,290 4,038,770
2020-03-31 $435,218,443 3,923,362