Position in IBM
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$11,953,112
+$1,388,545 QoQ
Shares Held
42,506
-2.5% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#522
of 3,554 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 73%
Shared 0%
None 27%
Common Shares in IBM Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026UMB Bank, n.a. holds $17,732,859 across 27 Information Technology Services names. IBM ranks #1 (67.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
This page
|
42,506 | $11,953,112 | |
| 2 | ACN |
Accenture plc
|
22,673 | $2,821,427 | |
| 3 | JKHY |
Jack Henry & Associates Inc
|
8,322 | $1,146,272 | |
| 4 | LDOS |
Leidos Holdings, Inc.
|
3,819 | $393,241 | |
| 5 | CDW |
CDW Corp
|
2,313 | $325,300 | |
| 6 | BR |
Broadridge Financial Solutions, Inc.
|
1,357 | $185,841 | |
| 7 | IT |
Gartner Inc
|
1,344 | $174,208 | |
| 8 | CACI |
Caci International Inc /De/
|
323 | $149,632 |
All Filings in IBM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,953,112 | 42,506 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $10,564,567 | 43,585 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $13,210,076 | 44,597 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $12,447,770 | 44,116 | Shares | Defined | 2025-11-04 | |
| 2025-06-30 | $14,676,505 | 49,788 | Shares | Defined | 2025-07-11 | |
| 2025-03-31 | $12,835,082 | 51,617 | Shares | Defined | 2025-04-14 | |
| 2024-12-31 | $11,950,837 | 54,364 | Shares | Defined | 2025-01-16 | |
| 2024-09-30 | $12,619,466 | 57,081 | Shares | Defined | 2024-10-09 | |
| 2024-06-30 | $10,475,581 | 60,570 | Shares | Defined | 2024-07-29 | |
| 2024-03-31 | $16,906,260 | 88,533 | Shares | Defined | 2024-04-26 | |
| 2023-12-31 | $40,793,458 | 249,425 | Shares | Defined | 2024-01-23 | |
| 2023-09-30 | $44,887,862 | 319,942 | Shares | Defined | 2023-10-18 | |
| 2023-06-30 | $53,364,096 | 398,805 | Shares | Defined | 2023-07-25 | |
| 2023-03-31 | $55,071,302 | 420,103 | Shares | Defined | 2023-04-11 | |
| 2022-12-31 | $58,750,425 | 416,995 | Shares | Defined | 2023-01-10 | |
| 2022-09-30 | $50,991,350 | 429,184 | Shares | Defined | 2022-10-13 | |
| 2022-06-30 | $61,424,426 | 435,048 | Shares | Defined | 2022-07-20 | |
| 2022-03-31 | $55,730,991 | 428,634 | Shares | Defined | 2022-04-22 | |
| 2021-12-31 | $55,411,024 | 414,567 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $17,996,578 | 129,537 | Shares | Sole | 2021-10-18 | |
| 2021-06-30 | $3,743,908 | 25,540 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $3,626,403 | 27,213 | Shares | Sole | 2021-04-15 | |
| 2020-12-31 | $3,911,721 | 31,075 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $3,786,855 | 31,124 | Shares | Sole | 2020-10-16 | |
| 2020-06-30 | $3,758,844 | 31,124 | Shares | Sole | 2020-07-16 | |
| 2020-03-31 | $3,854,261 | 34,745 | Shares | Sole | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||