PDS Planning, Inc

Position in IBM — International Business Machines Corp

CIK 838618 DUBLIN, OH

Position in IBM

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$1,943,442

+$246,955 QoQ

Shares Held

6,911

-1.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.21%

of 13F equity value

Holder Rank

#1,405

of 3,616 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

PDS Planning, Inc holds $3,677,073 across 4 Information Technology Services names. IBM ranks #1 (52.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	IBM	International Business Machines Corp This page	6,911	$1,943,442
2	WIT	Wipro Ltd	353,018	$794,290
3	INFY	Infosys Ltd	59,771	$626,997
4	ACN	Accenture plc	2,510	$312,344

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,943,442	6,911	-1.3%	Shares	Sole	2026-08-05
2026-03-31	$1,696,487	6,999	+6.0%	Shares	Sole	2026-04-22
2025-12-31	$1,955,578	6,602	+13.5%	Shares	Sole	2026-01-26
2025-09-30	$1,640,760	5,815	-3.5%	Shares	Sole	2025-10-21
2025-06-30	$1,776,049	6,025	+7.7%	Shares	Sole	2025-07-24
2025-03-31	$1,391,004	5,594	+11.8%	Shares	Sole	2025-04-24
2024-12-31	$1,099,809	5,003	+15.0%	Shares	Sole	2025-02-10
2024-09-30	$961,476	4,349	+10.8%	Shares	Sole	2024-10-30
2024-06-30	$678,828	3,925	+1.2%	Shares	Sole	2024-08-08
2024-03-31	$740,924	3,880	+4.8%	Shares	Sole	2024-05-01
2023-12-31	$605,789	3,704	-5.8%	Shares	Sole	2024-02-01
2023-09-30	$551,799	3,933	-5.1%	Shares	Sole	2023-10-23
2023-06-30	$554,642	4,145	+3.0%	Shares	Sole	2023-07-21
2023-03-31	$527,375	4,023	+21.5%	Shares	Sole	2023-05-02
2022-12-31	$466,627	3,312	-0.2%	Shares	Sole	2023-01-27
2022-09-30	$394,449	3,320	+0.2%	Shares	Sole	2022-11-02
2022-06-30	$467,903	3,314	+16.3%	Shares	Sole	2022-07-15
2022-03-31	$370,557	2,850	+21.5%	Shares	Sole	2022-04-18
2021-12-31	$313,432	2,345	-1.1%	Shares	Sole	2022-01-25
2021-09-30	$329,403	2,371	+8.2%	Shares	Sole	2021-10-22
2021-06-30	$321,325	2,192	+7.3%	Shares	Sole	2021-07-26
2021-03-31	$272,116	2,042	-7.7%	Shares	Sole	2021-04-20
2020-12-31	$278,446	2,212	-7.0%	Shares	Sole	2021-01-21
2020-09-30	$289,452	2,379	-6.0%	Shares	Sole	2020-10-19
2020-06-30	$305,668	2,531	+7.2%	Shares	Sole	2020-08-11
2020-03-31	$261,905	2,361	—	Shares	Sole	2020-04-20
No filing history on record for this holder in this stock.