JONES FINANCIAL COMPANIES LLLP
Position in IBM — International Business Machines Corp
CIK 815917
DES PERES, MO
Position in IBM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$139,882,008
+$37,843,333 QoQ
Shares Held
497,429
+18.2% QoQ
Ownership
0.053%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#122
of 3,615 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in IBM Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026JONES FINANCIAL COMPANIES LLLP holds $391,259,169 across 50 Information Technology Services names. IBM ranks #1 (35.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
This page
|
497,429 | $139,882,008 | |
| 2 | CDW |
CDW Corp
|
758,619 | $106,692,176 | |
| 3 | IT |
Gartner Inc
|
232,126 | $30,088,171 | |
| 4 | ACN |
Accenture plc
|
218,177 | $27,149,945 | |
| 5 | CACI |
Caci International Inc /De/
|
52,861 | $24,488,386 | |
| 6 | FIS |
Fidelity National Information Services, Inc.
|
438,031 | $17,030,644 | |
| 7 | CTSH |
Cognizant Technology Solutions Corp
|
250,087 | $9,685,868 | |
| 8 | BR |
Broadridge Financial Solutions, Inc.
|
48,098 | $6,587,020 |
All Filings in IBM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $139,882,008 | 497,429 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $102,038,675 | 420,969 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $76,500,082 | 258,263 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $62,684,100 | 222,158 | Shares | Defined | 2025-11-04 | |
| 2025-06-30 | $57,129,543 | 193,804 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $40,914,267 | 164,539 | Shares | Sole | 2025-05-28 | |
| 2024-12-31 | $28,756,841 | 130,814 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $22,337,702 | 101,039 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $10,154,239 | 58,712 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $3,646,762 | 19,097 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $2,718,200 | 16,620 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $2,170,300 | 15,469 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $2,148,854 | 16,059 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $2,336,547 | 17,824 | Shares | Defined | 2023-05-11 | |
| 2022-12-31 | $2,442,045 | 17,333 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $2,041,393 | 17,182 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $2,474,213 | 17,524 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $2,714,167 | 20,875 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $2,662,106 | 19,917 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $2,422,106 | 17,434 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $2,589,805 | 17,667 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $2,387,885 | 17,919 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $1,927,852 | 15,315 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $720,285 | 5,920 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $547,932 | 4,537 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $367,399 | 3,312 | Shares | Sole | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||