HERITAGE INVESTORS MANAGEMENT CORP
Position in IBM — International Business Machines Corp
CIK 937589
BETHESDA, MD
Position in IBM
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$12,638,702
+$929,811 QoQ
Shares Held
44,944
-7.0% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
#515
of 3,616 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, 2026HERITAGE INVESTORS MANAGEMENT CORP holds $33,752,297 across 5 Information Technology Services names. IBM ranks #1 (37.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
This page
|
44,944 | $12,638,702 | |
| 2 | LDOS |
Leidos Holdings, Inc.
|
101,638 | $10,465,664 | |
| 3 | ACN |
Accenture plc
|
78,265 | $9,739,296 | |
| 4 | DXC |
DXC Technology Co
|
53,504 | $473,510 | |
| 5 | SAIC |
Science Applications International Corp
|
3,941 | $435,125 |
All Filings in IBM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,638,702 | 44,944 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $11,708,891 | 48,306 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $14,376,256 | 48,534 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $13,749,938 | 48,731 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $14,367,871 | 48,741 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $12,564,541 | 50,529 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $11,377,521 | 51,756 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $11,288,786 | 51,062 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $9,341,721 | 54,014 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $10,577,465 | 55,391 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $9,157,655 | 55,993 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $7,933,403 | 56,546 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $7,708,258 | 57,606 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $7,698,653 | 58,728 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $8,370,838 | 59,414 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $7,092,838 | 59,699 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $8,562,185 | 60,643 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $8,241,967 | 63,390 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $8,979,278 | 67,180 | Shares | Sole | 2022-01-28 | |
| 2021-09-30 | $9,526,571 | 68,571 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $10,205,155 | 69,617 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $11,117,613 | 83,428 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $10,986,305 | 87,276 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $11,559,500 | 95,007 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $11,749,231 | 97,286 | Shares | Sole | 2020-07-24 | |
| 2020-03-31 | $10,810,569 | 97,454 | Shares | Sole | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||