JONES FINANCIAL COMPANIES LLLP

Position in IBM — International Business Machines Corp

CIK 815917 DES PERES, MO

Position in IBM

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$102,038,675

+$25,538,593 QoQ

Shares Held

420,969

+63.0% QoQ

Ownership

0.045%

of shares outstanding

% of Portfolio

0.20%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 99.19138938971753.ToString("F0")% Shared 0.ToString("F0")% None 0.8086106102824673.ToString("F0")%

Technology · as of Mar 31, 2026

JONES FINANCIAL COMPANIES LLLP holds $403,202,712 across 47 Information Technology Services names. IBM ranks #1 (25.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	IBM	International Business Machines Corp This page	420,969	$102,038,675
2	CDW	CDW Corp	712,620	$86,241,271
3	ACN	Accenture plc	250,889	$49,748,779
4	FIS	Fidelity National Information Services, Inc.	1,022,315	$47,956,795
5	IT	Gartner Inc	220,732	$34,950,704
6	CACI	Caci International Inc /De/	38,863	$21,136,419
7	CTSH	Cognizant Technology Solutions Corp	251,931	$15,455,966
8	JKHY	Jack Henry & Associates Inc	66,175	$10,458,296

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$102,038,675	420,969	+63.0%	Shares	Sole	2026-05-15
2025-12-31	$76,500,082	258,263	+16.3%	Shares	Sole	2026-02-17
2025-09-30	$62,684,100	222,158	+14.6%	Shares	Defined	2025-11-04
2025-06-30	$57,129,543	193,804	+17.8%	Shares	Sole	2025-08-13
2025-03-31	$40,914,267	164,539	+25.8%	Shares	Sole	2025-05-28
2024-12-31	$28,756,841	130,814	+29.5%	Shares	Sole	2025-02-06
2024-09-30	$22,337,702	101,039	+72.1%	Shares	Sole	2024-11-12
2024-06-30	$10,154,239	58,712	+207.4%	Shares	Sole	2024-08-14
2024-03-31	$3,646,762	19,097	+14.9%	Shares	Sole	2024-05-14
2023-12-31	$2,718,200	16,620	+7.4%	Shares	Sole	2024-02-13
2023-09-30	$2,170,300	15,469	-3.7%	Shares	Sole	2023-11-14
2023-06-30	$2,148,854	16,059	-9.9%	Shares	Sole	2023-08-09
2023-03-31	$2,336,547	17,824	+2.8%	Shares	Defined	2023-05-11
2022-12-31	$2,442,045	17,333	+0.9%	Shares	Defined	2023-02-13
2022-09-30	$2,041,393	17,182	-2.0%	Shares	Sole	2022-11-03
2022-06-30	$2,474,213	17,524	-16.1%	Shares	Sole	2022-08-08
2022-03-31	$2,714,167	20,875	+4.8%	Shares	Sole	2022-05-02
2021-12-31	$2,662,106	19,917	+14.2%	Shares	Sole	2022-02-11
2021-09-30	$2,315,589	17,434	-1.3%	Shares	Sole	2021-11-12
2021-06-30	$2,475,913	17,667	-1.4%	Shares	Sole	2021-08-12
2021-03-31	$2,282,873	17,919	+17.0%	Shares	Sole	2021-04-30
2020-12-31	$1,843,071	15,315	+158.7%	Shares	Sole	2021-02-08
2020-09-30	$688,609	5,920	+30.5%	Shares	Sole	2020-10-29
2020-06-30	$523,836	4,537	+37.0%	Shares	Sole	2020-07-31
2020-03-31	$351,242	3,312	—	Shares	Sole	2020-05-01
No filing history on record for this holder in this stock.