OSTERWEIS CAPITAL MANAGEMENT INC

Position in IBM — International Business Machines Corp

CIK 1007524 SAN FRANCISCO, CA

Position in IBM

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$99,548

+$13,742 QoQ

Shares Held

354

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#3,461

of 3,616 holders

Holding Since

Jun 2022

17 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

OSTERWEIS CAPITAL MANAGEMENT INC holds $119,131 across 2 Information Technology Services names. IBM ranks #1 (83.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	IBM	International Business Machines Corp This page	354	$99,548
2	BR	Broadridge Financial Solutions, Inc.	143	$19,583

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$99,548	354	0.0%	Shares	Sole	2026-08-14
2026-03-31	$85,806	354	-30.3%	Shares	Sole	2026-05-15
2025-12-31	$150,474	508	0.0%	Shares	Sole	2026-02-17
2025-09-30	$143,337	508	-91.5%	Shares	Sole	2025-11-14
2025-06-30	$1,755,120	5,954	-5.0%	Shares	Sole	2025-08-14
2025-03-31	$1,557,854	6,265	-30.5%	Shares	Sole	2025-06-05
2024-12-31	$1,982,865	9,020	-0.5%	Shares	Sole	2025-06-05
2024-09-30	$2,003,426	9,062	-2.8%	Shares	Sole	2024-11-14
2024-06-30	$1,612,758	9,325	-7.9%	Shares	Sole	2024-08-14
2024-03-31	$1,934,424	10,130	0.0%	Shares	Sole	2024-05-15
2023-12-31	$1,656,760	10,130	0.0%	Shares	Sole	2024-02-14
2023-09-30	$1,421,238	10,130	-24.7%	Shares	Sole	2023-11-14
2023-06-30	$1,799,743	13,450	-20.8%	Shares	Sole	2023-08-14
2023-03-31	$2,225,252	16,975	-4.9%	Shares	Sole	2023-05-15
2022-12-31	$2,515,590	17,855	-92.7%	Shares	Sole	2023-02-14
2022-09-30	$29,256,962	246,250	+0.6%	Shares	Sole	2022-11-14
2022-06-30	$34,553,428	244,730	—	Shares	Sole	2022-08-15
No filing history on record for this holder in this stock.