Orion Porfolio Solutions, LLC
Position in IBM — International Business Machines Corp
CIK 1360533
OMAHA, NE
Position in IBM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$8,948,945
+$807,308 QoQ
Shares Held
31,823
-5.3% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#610
of 3,554 holders
Holding Since
Sep 2020
24 quarters on record
Voting authority
Sole 30%
Shared 0%
None 70%
Common Shares in IBM Over Time
Shares Held
Position Value (USD)
Derivatives in IBM
reported options exposure · as of Mar 31, 2026CallValue
$484
CallShares
2
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, 2026Orion Porfolio Solutions, LLC holds $27,658,457 across 13 Information Technology Services names. IBM ranks #1 (32.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
This page
|
31,823 | $8,948,945 | |
| 2 | ACN |
Accenture plc
|
32,832 | $4,085,614 | |
| 3 | LDOS |
Leidos Holdings, Inc.
|
32,579 | $3,354,659 | |
| 4 | SAIC |
Science Applications International Corp
|
28,060 | $3,098,104 | |
| 5 | EFOR |
Everforth Inc
|
127,104 | $2,271,348 | |
| 6 | CACI |
Caci International Inc /De/
|
3,223 | $1,493,086 | |
| 7 | FIS |
Fidelity National Information Services, Inc.
|
34,776 | $1,352,090 | |
| 8 | CDW |
CDW Corp
|
6,543 | $920,207 |
All Filings in IBM
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,948,945 | 31,823 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $484 | 2 | Call | Sole | 2026-05-13 | |
| 2026-03-31 | $8,141,637 | 33,589 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $13,923,351 | 47,005 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $11,835,201 | 41,945 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $12,154,958 | 41,234 | Shares | Sole | 2025-08-27 | |
| 2025-03-31 | $10,408,161 | 41,857 | Shares | Sole | 2025-08-01 | |
| 2024-12-31 | $12,016,567 | 54,663 | Shares | Sole | 2025-08-01 | |
| 2024-09-30 | $10,982,812 | 49,678 | Shares | Sole | 2025-07-31 | |
| 2024-06-30 | $8,213,568 | 47,491 | Shares | Sole | 2025-07-31 | |
| 2024-03-31 | $9,272,826 | 48,559 | Shares | Sole | 2025-07-31 | |
| 2023-12-31 | $10,714,814 | 65,514 | Shares | Sole | 2025-07-31 | |
| 2023-09-30 | $9,729,243 | 69,346 | Shares | Sole | 2025-07-31 | |
| 2023-06-30 | $10,259,346 | 76,671 | Shares | Sole | 2025-07-31 | |
| 2023-03-31 | $9,508,482 | 72,534 | Shares | Sole | 2025-07-31 | |
| 2022-12-31 | $7,289,085 | 51,736 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $6,291,583 | 52,955 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $7,224,551 | 51,169 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $5,649,889 | 43,454 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $4,275,115 | 31,985 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $4,374,073 | 31,484 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $4,615,239 | 31,484 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $3,568,835 | 26,781 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $3,513,059 | 27,908 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $1,970,323 | 16,194 | Shares | Sole | 2020-12-03 | |
| No filing history on record for this holder in this stock. | ||||||