Baker Avenue Asset Management, LP
Position in IBM — International Business Machines Corp
CIK 1432529
SAN FRANCISCO, CA
Position in IBM
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$19,461,700
+$3,881,841 QoQ
Shares Held
69,207
+7.7% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.59%
of 13F equity value
Holder Rank
#405
of 3,616 holders
Holding Since
Mar 2020
17 quarters on record
Voting authority
Sole 74%
Shared 0%
None 26%
Common Shares in IBM Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026Baker Avenue Asset Management, LP holds $25,409,989 across 11 Information Technology Services names. IBM ranks #1 (76.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
This page
|
69,207 | $19,461,700 | |
| 2 | VNET |
VNET Group, Inc.
|
335,376 | $2,696,423 | |
| 3 | ACN |
Accenture plc
|
5,762 | $717,023 | |
| 4 | G |
Genpact LTD
|
17,209 | $473,247 | |
| 5 | CDW |
CDW Corp
|
2,849 | $400,683 | |
| 6 | BR |
Broadridge Financial Solutions, Inc.
|
2,758 | $377,708 | |
| 7 | JKHY |
Jack Henry & Associates Inc
|
2,092 | $288,152 | |
| 8 | GLOB |
Globant S.A.
|
9,676 | $280,023 |
All Filings in IBM
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $19,461,700 | 69,207 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $15,579,859 | 64,276 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $18,418,337 | 62,180 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $17,313,619 | 61,361 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $17,845,686 | 60,539 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $16,033,348 | 64,479 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $14,447,667 | 65,722 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $8,531,698 | 38,591 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $6,768,225 | 39,134 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $6,609,125 | 34,610 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $4,709,912 | 28,798 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $164,712 | 1,174 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $154,015 | 1,151 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $134,367 | 1,025 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $672,467 | 4,773 | Shares | Sole | 2023-02-14 | |
| 2022-06-30 | $590,456 | 4,182 | Shares | Sole | 2022-08-03 | |
| 2020-03-31 | $773,181 | 6,970 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||