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CAPSTONE INVESTMENT ADVISORS, LLC

Position in IBM — International Business Machines Corp

CIK 1426196 NEW YORK, NY

Position in IBM

as of Jun 30, 2026 · filed Aug 17, 2026
Position Value
$5,646,415
-$31,128,268 QoQ
Shares Held
20,079
-86.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#820
of 3,616 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 0% Shared 100% None 0%

Common Shares in IBM Over Time

Shares Held

Position Value (USD)

Derivatives in IBM

reported options exposure · as of Jun 30, 2026
CallValue
$13,976,137
CallShares
49,700
PutValue
$34,757,556
PutShares
123,600

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

CAPSTONE INVESTMENT ADVISORS, LLC holds $15,174,139 across 13 Information Technology Services names. IBM ranks #1 (37.2% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 IBM
International Business Machines Corp
This page
20,079 $5,646,415

All Filings in IBM

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50 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $5,646,415 20,079
2026-06-30 $34,757,556 123,600
2026-06-30 $13,976,137 49,700
2026-03-31 $12,895,148 53,200
2026-03-31 $36,774,683 151,717
2026-03-31 $56,525,348 233,200
2025-12-31 $106,191,285 358,500
2025-12-31 $1,241,416 4,191
2025-12-31 $61,996,753 209,300
2025-09-30 $102,198,352 362,200
2025-09-30 $2,378,608 8,430
2025-09-30 $126,605,192 448,700
2025-06-30 $492,577 1,671
2025-06-30 $8,637,054 29,300
2025-06-30 $34,017,612 115,400
2025-03-31 $57,564,790 231,500
2025-03-31 $27,750,456 111,600
2025-03-31 $4,062,855 16,339
2024-12-31 $26,577,447 120,900
2024-12-31 $6,434,863 29,272
2024-12-31 $58,540,729 266,300
2024-09-30 $28,254,024 127,800
2024-09-30 $52,970,768 239,600
2024-09-30 $797,435 3,607
2024-06-30 $23,140,710 133,800
2024-06-30 $35,644,995 206,100
2024-06-30 $420,095 2,429
2024-03-31 $17,950 94
2024-03-31 $47,167,120 247,000
2024-03-31 $17,950,240 94,000
2023-12-31 $15,373 94
2023-12-31 $21,784,860 133,200
2023-12-31 $57,193,435 349,700
2023-09-30 $29,771,660 212,200
2023-09-30 $12,991,780 92,600
2023-09-30 $2,899,159 20,664
2023-06-30 $11,186,516 83,600
2023-06-30 $16,686,107 124,700
2023-03-31 $8,691,267 66,300
2023-03-31 $957,743 7,306
2023-03-31 $4,719,240 36,000
2022-12-31 $14,483,492 102,800
2022-12-31 $5,001,595 35,500
2022-12-31 $1,090,206 7,738
2022-09-30 $8,352,343 70,300
2022-09-30 $648,108 5,455
2022-09-30 $3,801,920 32,000
2022-06-30 $12,438,839 88,100
2022-06-30 $233,528 1,654
2022-06-30 $4,800,460 34,000