Clearstead Advisors, LLC
Position in IBM — International Business Machines Corp
CIK 842775
CLEVELAND, OH
Position in IBM
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$12,933,691
+$743,656 QoQ
Shares Held
45,993
-8.5% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#503
of 3,554 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in IBM Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026Clearstead Advisors, LLC holds $20,474,433 across 42 Information Technology Services names. IBM ranks #1 (63.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
This page
|
45,993 | $12,933,691 | |
| 2 | ACN |
Accenture plc
|
45,340 | $5,642,109 | |
| 3 | CACI |
Caci International Inc /De/
|
1,021 | $472,988 | |
| 4 | CDW |
CDW Corp
|
1,603 | $225,445 | |
| 5 | CTSH |
Cognizant Technology Solutions Corp
|
4,498 | $174,207 | |
| 6 | VYX |
NCR Voyix Corp
|
21,149 | $172,787 | |
| 7 | BR |
Broadridge Financial Solutions, Inc.
|
1,003 | $137,360 | |
| 8 | WSE |
Wise Group plc
|
7,294 | $86,871 |
All Filings in IBM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,933,691 | 45,993 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $12,190,035 | 50,291 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $12,630,986 | 42,642 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $11,721,490 | 41,542 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $12,386,655 | 42,020 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $10,346,991 | 41,611 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $9,259,239 | 42,120 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $9,258,609 | 41,879 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $7,281,540 | 42,102 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $3,023,851 | 15,835 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $2,644,112 | 16,167 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $2,834,340 | 20,202 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $2,028,158 | 15,157 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $1,931,348 | 14,733 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $2,088,271 | 14,822 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,804,605 | 15,189 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $2,661,290 | 18,849 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $2,290,822 | 17,619 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $2,301,758 | 17,221 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $2,406,684 | 17,323 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $2,383,553 | 16,260 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $2,087,117 | 15,662 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $1,864,409 | 14,811 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $1,621,009 | 13,323 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $3,035,191 | 25,132 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $1,532,608 | 13,816 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||