MERCER GLOBAL ADVISORS INC /ADV
Position in IBM — International Business Machines Corp
CIK 853758
DENVER, CO
Position in IBM
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$69,720,817
-$9,286,980 QoQ
Shares Held
287,639
+7.8% QoQ
Ownership
0.031%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 9.875573201130585.ToString("F0")%
Shared 0.ToString("F0")%
None 90.12442679886942.ToString("F0")%
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 Mar 31, 2026MERCER GLOBAL ADVISORS INC /ADV holds $196,302,787 across 32 Information Technology Services names. IBM ranks #1 (35.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
This page
|
287,639 | $69,720,817 | |
| 2 | CTSH |
Cognizant Technology Solutions Corp
|
379,215 | $23,264,840 | |
| 3 | LDOS |
Leidos Holdings, Inc.
|
141,415 | $21,992,860 | |
| 4 | ACN |
Accenture plc
|
102,049 | $20,235,296 | |
| 5 | EXLS |
ExlService Holdings, Inc.
|
432,638 | $13,173,827 | |
| 6 | G |
Genpact LTD
|
213,677 | $7,959,468 | |
| 7 | CACI |
Caci International Inc /De/
|
13,466 | $7,323,753 | |
| 8 | IT |
Gartner Inc
|
31,780 | $5,032,045 |
All Filings in IBM
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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 | $34,565,614 | 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 | $12,699,745 | 95,616 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $10,709,198 | 76,416 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $8,683,047 | 68,156 | Shares | Sole | 2021-08-10 | |
| 2020-12-31 | $7,222,216 | 60,013 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $6,932,746 | 59,601 | Shares | Sole | 2020-12-10 | |
| 2020-06-30 | $6,963,441 | 60,311 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $8,017,925 | 75,604 | Shares | Sole | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||