SFE Investment Counsel
Position in IBM — International Business Machines Corp
CIK 1317784
LOS ANGELES, CA
Position in IBM
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$10,868,766
+$2,459,530 QoQ
Shares Held
38,650
+11.4% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
1.50%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2020
24 quarters on record
Voting authority
Sole 35%
Shared 0%
None 65%
Common Shares in IBM Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026SFE Investment Counsel holds $10,946,544 across 2 Information Technology Services names. IBM ranks #1 (99.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
This page
|
38,650 | $10,868,766 | |
| 2 | OPNW |
OpenWorld, Inc.
|
12,668 | $77,778 |
All Filings in IBM
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,868,766 | 38,650 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $8,409,236 | 34,693 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $10,106,388 | 34,119 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $9,781,640 | 34,667 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $10,286,053 | 34,894 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $9,038,045 | 36,347 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $8,384,975 | 38,143 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $8,515,559 | 38,518 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $6,646,468 | 38,430 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $7,021,408 | 36,769 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $5,481,868 | 33,518 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $4,828,143 | 34,413 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $4,264,390 | 31,869 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $3,701,850 | 28,239 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $3,396,857 | 24,110 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $2,943,517 | 24,775 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $3,579,166 | 25,350 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $3,342,164 | 25,705 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $3,153,707 | 23,595 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $1,844,990 | 13,280 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,845,568 | 12,590 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $1,646,427 | 12,355 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $1,002,634 | 7,965 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $344,569 | 2,832 | Shares | Sole | 2020-11-09 | |
| No filing history on record for this holder in this stock. | ||||||