Altshuler Shaham Ltd
Position in IBM — International Business Machines Corp
CIK 1324290
TEL AVIV, L3
Position in IBM
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$146,044,443
+$50,777,902 QoQ
Shares Held
519,343
+32.1% QoQ
Ownership
0.055%
of shares outstanding
% of Portfolio
1.83%
of 13F equity value
Holder Rank
#116
of 3,616 holders
Holding Since
Mar 2020
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in IBM Over Time
Shares Held
Position Value (USD)
Derivatives in IBM
reported options exposure · as of Dec 31, 2021CallValue
$13,366
CallShares
100
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, 2026Altshuler Shaham Ltd holds $150,851,008 across 9 Information Technology Services names. IBM ranks #1 (96.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
This page
|
519,343 | $146,044,443 | |
| 2 | KEEL |
Keel Infrastructure Corp.
|
695,000 | $3,989,300 | |
| 3 | PENG |
Penguin Solutions, Inc.
|
41,984 | $481,556 | |
| 4 | FORTY |
Formula Systems (1985) Ltd
|
2,565 | $261,655 | |
| 5 | FIS |
Fidelity National Information Services, Inc.
|
809 | $31,453 | |
| 6 | G |
Genpact LTD
|
987 | $27,142 | |
| 7 | ACN |
Accenture plc
|
86 | $10,701 | |
| 8 | JKHY |
Jack Henry & Associates Inc
|
34 | $4,683 |
All Filings in IBM
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $146,044,443 | 519,343 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $95,266,541 | 393,030 | Shares | Defined | 2026-05-18 | |
| 2025-12-31 | $162,653,648 | 549,116 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $40,913 | 145 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $9,727 | 33 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $5,967 | 24 | Shares | Defined | 2025-05-15 | |
| 2023-12-31 | $93,387 | 571 | Shares | Defined | 2024-02-07 | |
| 2023-09-30 | $328,021 | 2,338 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $437,692 | 3,271 | Shares | Defined | 2023-07-24 | |
| 2023-03-31 | $435,743 | 3,324 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $467,332 | 3,317 | Shares | Defined | 2023-05-09 | |
| 2022-09-30 | $360,469 | 3,034 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $43,627 | 309 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $195,030 | 1,500 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $13,366 | 100 | Call | Defined | 2022-02-15 | |
| 2021-09-30 | $13,893 | 100 | Call | Defined | 2021-11-15 | |
| 2021-06-30 | $8,795 | 60 | Call | Defined | 2021-08-16 | |
| 2021-06-30 | $67,577 | 461 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $199,889 | 1,500 | Shares | Defined | 2021-05-13 | |
| 2020-03-31 | $665 | 6 | Shares | Defined | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||