RATIONAL ADVISORS, INC.
Position in IBM — International Business Machines Corp
CIK 1143565
San Juan, PR
Position in IBM
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$476,650
-$726,258 QoQ
Shares Held
1,695
-58.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
#2,573
of 3,616 holders
Holding Since
Jun 2020
13 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in IBM Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026RATIONAL ADVISORS, INC. holds $486,530 across 3 Information Technology Services names. IBM ranks #1 (98.0% of the industry book) .
All Filings in IBM
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $476,650 | 1,695 | Shares | Other | 2026-07-24 | |
| 2025-12-31 | $1,202,908 | 4,061 | Shares | Other | 2026-02-10 | |
| 2025-09-30 | $880,057 | 3,119 | Shares | Other | 2025-11-12 | |
| 2025-06-30 | $698,628 | 2,370 | Shares | Other | 2025-07-31 | |
| 2025-03-31 | $686,301 | 2,760 | Shares | Other | 2025-05-01 | |
| 2024-12-31 | $956,919 | 4,353 | Shares | Other | 2025-01-31 | |
| 2024-09-30 | $1,404,079 | 6,351 | Shares | Other | 2024-10-30 | |
| 2024-06-30 | $207,885 | 1,202 | Shares | Other | 2024-07-25 | |
| 2024-03-31 | $397,578 | 2,082 | Shares | Other | 2024-04-23 | |
| 2023-12-31 | $522,215 | 3,193 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $245,104 | 1,747 | Shares | Other | 2023-11-09 | |
| 2020-09-30 | $963,382 | 7,918 | Shares | Other | 2020-11-12 | |
| 2020-06-30 | $644,548 | 5,337 | Shares | Other | 2020-08-10 | |
| No filing history on record for this holder in this stock. | ||||||