BARRETT & COMPANY, INC.

Position in IBM — International Business Machines Corp

CIK 887602 PROVIDENCE, RI

Position in IBM

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$1,016,011

+$393,312 QoQ

Shares Held

3,613

+40.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.85%

of 13F equity value

Holder Rank

#1,877

of 3,615 holders

Holding Since

Sep 2022

16 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

BARRETT & COMPANY, INC. holds $1,043,333 across 7 Information Technology Services names. IBM ranks #1 (97.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	IBM	International Business Machines Corp This page	3,613	$1,016,011
2	ACN	Accenture plc	100	$12,444
3	FIS	Fidelity National Information Services, Inc.	165	$6,415
4	KD	Kyndryl Holdings, Inc.	397	$4,490
5	APLD	Applied Digital Corp.	80	$2,984
6	KEEL	Keel Infrastructure Corp.	150	$861
7	BBAI	BigBear.ai Holdings, Inc.	35	$128

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,016,011	3,613	+40.6%	Shares	Sole	2026-07-24
2026-03-31	$622,699	2,569	+1.6%	Shares	Sole	2026-05-04
2025-12-31	$748,818	2,528	-7.4%	Shares	Sole	2026-01-28
2025-09-30	$770,296	2,730	+0.1%	Shares	Sole	2025-10-31
2025-06-30	$803,570	2,726	+0.1%	Shares	Sole	2025-07-21
2025-03-31	$677,101	2,723	+1.1%	Shares	Sole	2025-04-21
2024-12-31	$592,002	2,693	+0.2%	Shares	Sole	2025-01-28
2024-09-30	$594,263	2,688	+0.2%	Shares	Sole	2024-10-24
2024-06-30	$464,024	2,683	+0.2%	Shares	Sole	2024-07-25
2024-03-31	$511,199	2,677	+0.2%	Shares	Sole	2024-04-17
2023-12-31	$437,005	2,672	+0.1%	Shares	Sole	2024-01-24
2023-09-30	$374,320	2,668	+6.1%	Shares	Sole	2023-10-23
2023-06-30	$336,398	2,514	+0.2%	Shares	Sole	2023-07-27
2023-03-31	$328,904	2,509	+0.2%	Shares	Sole	2023-05-11
2022-12-31	$352,788	2,504	0.0%	Shares	Sole	2023-05-23
2022-09-30	$297,500	2,504	—	Shares	Sole	2023-06-13
No filing history on record for this holder in this stock.