BAILARD, INC.

Position in IBM — International Business Machines Corp

CIK 750641 Foster City, CA

Position in IBM

as of Jun 30, 2026 · filed Jul 30, 2026 Compact

Position Value

$4,267,361

+$826,393 QoQ

Shares Held

15,175

+6.9% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

#952

of 3,626 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 71% Shared 0% None 29%

Technology · as of Jun 30, 2026

BAILARD, INC. holds $12,382,104 across 5 Information Technology Services names. IBM ranks #2 (34.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ACN	Accenture plc	58,019	$7,219,884
2	IBM	International Business Machines Corp This page	15,175	$4,267,361
3	III	Information Services Group Inc.	79,939	$328,549
4	WYY	Widepoint Corp	18,097	$316,697
5	INGM	Ingram Micro Holding Corp	9,100	$249,613

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,267,361	15,175	+6.9%	Shares	Sole	2026-07-30
2026-03-31	$3,440,968	14,196	+0.0%	Shares	Sole	2026-05-11
2025-12-31	$4,203,516	14,191	+5.8%	Shares	Sole	2026-02-04
2025-09-30	$3,782,919	13,407	+11.4%	Shares	Sole	2025-10-30
2025-06-30	$3,546,203	12,030	-16.0%	Shares	Sole	2025-08-08
2025-03-31	$3,561,557	14,323	+63.1%	Shares	Sole	2025-05-02
2024-12-31	$1,930,107	8,780	+0.0%	Shares	Sole	2025-02-05
2024-09-30	$1,940,640	8,778	-10.8%	Shares	Sole	2024-10-30
2024-06-30	$1,701,655	9,839	-6.0%	Shares	Sole	2024-07-25
2024-03-31	$1,999,351	10,470	+103.4%	Shares	Sole	2024-05-08
2023-12-31	$841,791	5,147	-4.2%	Shares	Sole	2024-02-02
2023-09-30	$753,691	5,372	-12.1%	Shares	Sole	2023-10-24
2023-06-30	$817,980	6,113	-23.5%	Shares	Sole	2023-07-20
2023-03-31	$1,047,146	7,988	+1.1%	Shares	Sole	2023-05-08
2022-12-31	$1,113,312	7,902	-2.9%	Shares	Sole	2023-02-02
2022-09-30	$966,400	8,134	+10.2%	Shares	Sole	2022-10-18
2022-06-30	$1,042,264	7,382	-0.4%	Shares	Sole	2022-07-27
2022-03-31	$963,708	7,412	0.0%	Shares	Sole	2022-04-25
2021-12-31	$990,687	7,412	-14.5%	Shares	Sole	2022-02-10
2021-09-30	$1,203,828	8,665	+0.2%	Shares	Sole	2021-11-15
2021-06-30	$1,268,003	8,650	+3.6%	Shares	Sole	2021-08-13
2021-03-31	$1,113,120	8,353	-7.2%	Shares	Sole	2021-05-13
2020-12-31	$1,133,297	9,003	+0.1%	Shares	Sole	2021-02-03
2020-09-30	$1,094,543	8,996	+2.9%	Shares	Sole	2020-11-10
2020-06-30	$1,055,529	8,740	+3.1%	Shares	Sole	2020-08-12
2020-03-31	$940,242	8,476	—	Shares	Sole	2020-04-16
No filing history on record for this holder in this stock.