B. Riley Wealth Advisors, Inc.

Position in IBM — International Business Machines Corp

CIK 1464811 MEMPHIS, TN

Back to IBM Full portfolio

Position in IBM

as of Jun 30, 2026 · filed Jul 14, 2026 Compact

Position Value

$9,034,433

+$1,612,694 QoQ

Shares Held

32,127

+4.9% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.84%

of 13F equity value

Holder Rank

#34

of 434 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Common Shares in IBM Over Time

Shares Held

Position Value (USD)

Derivatives in IBM

reported options exposure · as of Jun 30, 2026

CallValue

$337,452

CallShares

1,200

PutValue

PutShares

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

B. Riley Wealth Advisors, Inc. holds $12,172,359 across 4 Information Technology Services names. IBM ranks #1 (74.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	IBM	International Business Machines Corp This page	32,127	$9,034,433
2	APLD	Applied Digital Corp.	74,934	$2,795,038
3	ACN	Accenture plc	2,370	$294,922
4	BBAI	BigBear.ai Holdings, Inc.	13,070	$47,966

All Filings in IBM

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30 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$337,452	1,200	-96.3%	Call	Sole	2026-07-14
2026-06-30	$9,034,433	32,127	-70.8%	Shares	Sole	2026-07-14
2026-03-31	$26,662,900	110,000	+259.3%	Call	Sole	2026-04-27
2026-03-31	$7,421,739	30,619	-16.6%	Shares	Sole	2026-04-27
2025-12-31	$10,870,610	36,699	+2058.8%	Shares	Sole	2026-02-17
2025-12-31	$503,557	1,700	-97.2%	Call	Sole	2026-02-17
2025-09-30	$16,929,600	60,000	+61.8%	Call	Sole	2025-10-31
2025-09-30	$10,465,878	37,092	+3272.0%	Shares	Sole	2025-10-31
2025-06-30	$324,258	1,100	-97.2%	Call	Sole	2025-08-19
2025-06-30	$11,495,830	38,998	-51.4%	Shares	Sole	2025-08-19
2024-12-31	$17,645,973	80,271	-2.9%	Shares	Sole	2025-02-25
2024-09-30	$18,271,156	82,645	-13.8%	Shares	Sole	2024-12-13
2024-06-30	$16,578,468	95,857	+1.0%	Shares	Sole	2024-08-19
2024-03-31	$18,119,621	94,887	+13.8%	Shares	Sole	2024-05-16
2023-12-31	$13,638,434	83,390	-12.1%	Shares	Sole	2024-03-15
2023-09-30	$13,312,646	94,887	-2.4%	Shares	Sole	2023-12-01
2023-06-30	$13,014,494	97,261	+0.5%	Shares	Sole	2023-07-27
2023-03-31	$12,683,481	96,754	+1.4%	Shares	Sole	2023-05-17
2022-12-31	$13,439,497	95,390	-0.1%	Shares	Sole	2023-03-15
2022-09-30	$11,343,027	95,472	+21.3%	Shares	Other	2022-11-22
2022-06-30	$11,110,522	78,692	+0.6%	Shares	Other	2022-08-12
2022-03-31	$10,171,854	78,233	-4.9%	Shares	Other	2022-05-02
2021-12-31	$10,992,332	82,241	+4.3%	Shares	Other	2022-01-28
2021-09-30	$10,474,341	78,861	-1.5%	Shares	Other	2021-11-16
2021-06-30	$11,221,842	80,074	+6.6%	Shares	Other	2021-08-10
2021-03-31	$9,572,678	75,139	+63.5%	Shares	Other	2021-05-13
2020-12-31	$5,529,213	45,945	-12.7%	Shares	Other	2021-02-04
2020-09-30	$6,118,509	52,601	+53.6%	Shares	Other	2020-11-09
2020-06-30	$3,953,543	34,242	+16.9%	Shares	Other	2020-07-31
2020-03-31	$3,106,993	29,297	—	Shares	Other	2020-05-06
No filing history on record for this holder in this stock.