MAI Capital Management
Position in IBM — International Business Machines Corp
CIK 1040197
INDEPENDENCE, OH
Position in IBM
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$21,124,530
-$3,960,902 QoQ
Shares Held
87,151
+2.9% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 5%
Shared 0%
None 95%
Common Shares in IBM Over Time
Shares Held
Position Value (USD)
Derivatives in IBM
reported options exposure · as of Mar 31, 2026CallValue
$193,912
CallShares
800
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Information Technology Services
Technology · as of Mar 31, 2026MAI Capital Management holds $68,668,895 across 47 Information Technology Services names. IBM ranks #2 (30.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ACN |
Accenture plc
|
127,575 | $25,296,846 | |
| 2 | IBM |
International Business Machines Corp
This page
|
87,151 | $21,124,530 | |
| 3 | JKHY |
Jack Henry & Associates Inc
|
62,091 | $9,812,861 | |
| 4 | BR |
Broadridge Financial Solutions, Inc.
|
27,485 | $4,465,762 | |
| 5 | IT |
Gartner Inc
|
21,994 | $3,482,529 | |
| 6 | LDOS |
Leidos Holdings, Inc.
|
3,239 | $503,729 | |
| 7 | CACI |
Caci International Inc /De/
|
786 | $427,481 | |
| 8 | FIS |
Fidelity National Information Services, Inc.
|
8,827 | $414,074 |
All Filings in IBM
Export CSV
33 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $21,124,530 | 87,151 | Shares | Sole | 2026-05-15 | |
| 2026-03-31 | $193,912 | 800 | Call | Sole | 2026-05-15 | |
| 2025-12-31 | $25,085,432 | 84,688 | Shares | Sole | 2026-02-13 | |
| 2025-12-31 | $296,210 | 1,000 | Call | Sole | 2026-02-13 | |
| 2025-09-30 | $282,160 | 1,000 | Call | Sole | 2025-11-10 | |
| 2025-09-30 | $22,128,398 | 78,425 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $18,775,127 | 63,692 | Shares | Sole | 2025-08-12 | |
| 2025-06-30 | $117,912 | 400 | Call | Sole | 2025-08-12 | |
| 2025-03-31 | $74,598 | 300 | Call | Sole | 2025-05-15 | |
| 2025-03-31 | $15,715,063 | 63,199 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $43,966 | 200 | Call | Sole | 2025-02-14 | |
| 2024-12-31 | $13,784,440 | 62,705 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $12,021,667 | 54,377 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $10,058,599 | 58,159 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $9,377,090 | 49,105 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $5,108,647 | 31,236 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $4,222,749 | 30,098 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $3,841,818 | 28,711 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $4,258,851 | 32,488 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $4,431,694 | 31,455 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $3,596,259 | 30,269 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $4,272,409 | 30,260 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $3,510,149 | 26,997 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $3,769,746 | 28,204 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $4,154,220 | 31,277 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $4,136,472 | 29,516 | Shares | Sole | 2021-07-19 | |
| 2021-03-31 | $3,503,998 | 27,504 | Shares | Sole | 2021-05-10 | |
| 2021-03-31 | $127,399 | 1,000 | Call | Sole | 2021-05-10 | |
| 2020-12-31 | $120,344 | 1,000 | Call | Sole | 2021-02-16 | |
| 2020-12-31 | $3,497,202 | 29,060 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $2,716,753 | 23,356 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $2,889,243 | 25,024 | Shares | Sole | 2020-07-27 | |
| 2020-03-31 | $2,686,923 | 25,336 | Shares | Sole | 2020-04-16 | |
| No filing history on record for this holder in this stock. | ||||||