Skip to main content
Equibles

MAI Capital Management

Position in IBM — International Business Machines Corp

CIK 1040197 INDEPENDENCE, OH
Back to IBM Full portfolio

Position in IBM

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$31,973,014
+$10,848,484 QoQ
Shares Held
113,698
+30.5% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#311
of 3,634 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 4% Shared 0% None 96%

Common Shares in IBM Over Time

Shares Held

Position Value (USD)

Derivatives in IBM

reported options exposure · as of Jun 30, 2026
CallValue
$196,847
CallShares
700
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 Jun 30, 2026

MAI Capital Management holds $63,894,757 across 17 Information Technology Services names. IBM ranks #1 (50.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 IBM
International Business Machines Corp
This page 		113,698 $31,973,014
2 ACN
Accenture plc
 112,067 $13,945,616
3 JKHY
Jack Henry & Associates Inc
 58,791 $8,097,872
4 BR
Broadridge Financial Solutions, Inc.
 26,276 $3,598,497
5 IT
Gartner Inc
 23,189 $3,005,758
6 FIS
Fidelity National Information Services, Inc.
 18,236 $709,015
7 SAIC
Science Applications International Corp
 3,755 $414,588
8 INFY
Infosys Ltd
 35,347 $370,789

All Filings in IBM

Export CSV
35 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $196,847 700
2026-06-30 $31,973,014 113,698
2026-03-31 $21,124,530 87,151
2026-03-31 $193,912 800
2025-12-31 $25,085,432 84,688
2025-12-31 $296,210 1,000
2025-09-30 $282,160 1,000
2025-09-30 $22,128,398 78,425
2025-06-30 $18,775,127 63,692
2025-06-30 $117,912 400
2025-03-31 $74,598 300
2025-03-31 $15,715,063 63,199
2024-12-31 $43,966 200
2024-12-31 $13,784,440 62,705
2024-09-30 $12,021,667 54,377
2024-06-30 $10,058,599 58,159
2024-03-31 $9,377,090 49,105
2023-12-31 $5,108,647 31,236
2023-09-30 $4,222,749 30,098
2023-06-30 $3,841,818 28,711
2023-03-31 $4,258,851 32,488
2022-12-31 $4,431,694 31,455
2022-09-30 $3,596,259 30,269
2022-06-30 $4,272,409 30,260
2022-03-31 $3,510,149 26,997
2021-12-31 $3,769,746 28,204
2021-09-30 $4,345,314 31,277
2021-06-30 $4,326,750 29,516
2021-03-31 $3,665,182 27,504
2021-03-31 $133,259 1,000
2020-12-31 $125,880 1,000
2020-12-31 $3,658,073 29,060
2020-09-30 $2,841,724 23,356
2020-06-30 $3,022,148 25,024
2020-03-31 $2,810,521 25,336