MERCER GLOBAL ADVISORS INC /ADV
Position in IBM — International Business Machines Corp
CIK 853758
DENVER, CO
Position in IBM
as of Jun 30, 2026
· filed Aug 19, 2026
Position Value
$94,950,556
+$25,229,739 QoQ
Shares Held
337,650
+17.4% QoQ
Ownership
0.036%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
#157
of 3,616 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 11%
Shared 0%
None 89%
Common Shares in IBM Over Time
Shares Held
Position Value (USD)
Derivatives in IBM
reported options exposure · as of Jun 30, 2025CallValue
$70,166,188
CallShares
238,029
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Information Technology Services
Technology · as of Jun 30, 2026MERCER GLOBAL ADVISORS INC /ADV holds $174,993,274 across 39 Information Technology Services names. IBM ranks #1 (54.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
This page
|
337,650 | $94,950,556 | |
| 2 | ACN |
Accenture plc
|
121,400 | $15,107,016 | |
| 3 | CTSH |
Cognizant Technology Solutions Corp
|
325,413 | $12,603,245 | |
| 4 | LDOS |
Leidos Holdings, Inc.
|
90,703 | $9,339,687 | |
| 5 | IT |
Gartner Inc
|
47,282 | $6,128,692 | |
| 6 | EXLS |
ExlService Holdings, Inc.
|
232,819 | $6,020,699 | |
| 7 | G |
Genpact LTD
|
141,766 | $3,898,565 | |
| 8 | JKHY |
Jack Henry & Associates Inc
|
25,927 | $3,571,184 |
All Filings in IBM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $94,950,556 | 337,650 | Shares | Sole | 2026-08-19 | |
| 2026-03-31 | $69,720,817 | 287,639 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $79,007,797 | 266,729 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $73,238,013 | 259,562 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $70,166,188 | 238,029 | Call | Sole | 2025-08-14 | |
| 2025-03-31 | $55,690,639 | 223,963 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $48,026,919 | 218,473 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $47,028,800 | 212,723 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $33,212,925 | 199,859 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $36,850,315 | 192,974 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $25,392,282 | 155,257 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $21,066,185 | 150,151 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $20,008,207 | 149,527 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $18,893,084 | 144,123 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $22,455,329 | 159,382 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $17,667,878 | 148,707 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $18,309,660 | 129,681 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $15,190,366 | 116,831 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $12,739,000 | 95,309 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $13,283,934 | 95,616 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $11,201,821 | 76,416 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $9,082,467 | 68,156 | Shares | Sole | 2021-08-10 | |
| 2020-12-31 | $7,554,438 | 60,013 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $7,251,652 | 59,601 | Shares | Sole | 2020-12-10 | |
| 2020-06-30 | $7,283,760 | 60,311 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $8,386,749 | 75,604 | Shares | Sole | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||