LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA
Position in IBM — International Business Machines Corp
CIK 932974
BOSTON, MA
Position in IBM
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$3,921,754
+$638,340 QoQ
Shares Held
13,946
+3.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#979
of 3,554 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in IBM Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA holds $96,066,831 across 7 Information Technology Services names. IBM ranks #4 (4.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WSE |
Wise Group plc
|
4,378,556 | $52,148,601 | |
| 2 | BR |
Broadridge Financial Solutions, Inc.
|
220,545 | $30,203,636 | |
| 3 | ACN |
Accenture plc
|
65,832 | $8,192,134 | |
| 4 | IBM |
International Business Machines Corp
This page
|
13,946 | $3,921,754 | |
| 5 | JKHY |
Jack Henry & Associates Inc
|
11,324 | $1,559,767 | |
| 6 | EFOR |
Everforth Inc
|
1,822 | $32,559 | |
| 7 | KD |
Kyndryl Holdings, Inc.
|
741 | $8,380 |
All Filings in IBM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,921,754 | 13,946 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $3,283,414 | 13,546 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $4,012,460 | 13,546 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $3,829,193 | 13,571 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $4,000,459 | 13,571 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $3,604,824 | 14,497 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $2,697,094 | 12,269 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $2,729,674 | 12,347 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $2,169,138 | 12,542 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $2,301,831 | 12,054 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $1,976,174 | 12,083 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $1,708,292 | 12,176 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $1,567,316 | 11,713 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $1,663,532 | 12,690 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $1,787,189 | 12,685 | Shares | Sole | 2023-03-02 | |
| 2022-09-30 | $1,515,659 | 12,757 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $1,843,517 | 13,057 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $1,754,879 | 13,497 | Shares | Sole | 2022-04-13 | |
| 2021-12-31 | $1,892,224 | 14,157 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,726,761 | 12,429 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,628,468 | 11,109 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $1,379,907 | 10,355 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $1,386,568 | 11,015 | Shares | Sole | 2021-01-14 | |
| 2020-09-30 | $1,318,172 | 10,834 | Shares | Sole | 2020-10-15 | |
| 2020-06-30 | $1,250,211 | 10,352 | Shares | Sole | 2020-07-30 | |
| 2020-03-31 | $1,221,449 | 11,011 | Shares | Sole | 2020-04-15 | |
| No filing history on record for this holder in this stock. | ||||||