SUMMIT SECURITIES GROUP LLC
Broker-DealerPosition in IBM — International Business Machines Corp
CIK 1531593
NEW YORK, NY
Position in IBM
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$84,363
-$12,346,365 QoQ
Shares Held
300
-99.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#3,414
of 3,554 holders
Holding Since
Mar 2020
25 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 Jun 30, 2024CallValue
$2,594,250
CallShares
15,000
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, 2026SUMMIT SECURITIES GROUP LLC holds $4,543,801 across 14 Information Technology Services names. IBM ranks #2 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | APLD |
Applied Digital Corp.
|
114,900 | $4,285,770 | |
| 2 | IBM |
International Business Machines Corp
This page
|
300 | $84,363 | |
| 3 | PENG |
Penguin Solutions, Inc.
|
916 | $69,625 | |
| 4 | HCKT |
Hackett Group, Inc.
|
3,000 | $32,310 | |
| 5 | EFOR |
Everforth Inc
|
1,000 | $17,870 | |
| 6 | ACN |
Accenture plc
|
142 | $17,670 | |
| 7 | TSSI |
TSS, Inc.
|
983 | $12,090 | |
| 8 | FIS |
Fidelity National Information Services, Inc.
|
120 | $4,665 |
All Filings in IBM
Export CSV
44 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $84,363 | 300 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $12,430,728 | 51,284 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $236,968 | 800 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $346,210 | 1,227 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $85,191 | 289 | Shares | Sole | 2025-08-12 | |
| 2024-12-31 | $4,704,362 | 21,400 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $309,512 | 1,400 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $2,594,250 | 15,000 | Call | Sole | 2024-07-26 | |
| 2024-03-31 | $401,016 | 2,100 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $1,749,985 | 10,700 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $659,410 | 4,700 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $210,884 | 1,576 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $983,175 | 7,500 | Call | Sole | 2023-05-12 | |
| 2023-03-31 | $229,669 | 1,752 | Shares | Sole | 2023-05-12 | |
| 2023-03-31 | $983,175 | 7,500 | Put | Sole | 2023-05-12 | |
| 2022-12-31 | $6,340,050 | 45,000 | Put | Sole | 2023-02-13 | |
| 2022-12-31 | $12,629,943 | 89,644 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $1,794,031 | 15,100 | Put | Sole | 2022-11-02 | |
| 2022-09-30 | $3,110,089 | 26,177 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $2,295,890 | 16,261 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $1,378,212 | 10,600 | Shares | Sole | 2022-05-11 | |
| 2022-03-31 | $442,068 | 3,400 | Call | Sole | 2022-05-11 | |
| 2021-12-31 | $4,504,342 | 33,700 | Shares | Sole | 2022-01-18 | |
| 2021-12-31 | $400,980 | 3,000 | Call | Sole | 2022-01-18 | |
| 2021-09-30 | $52,932 | 381 | Call | Sole | 2021-10-20 | |
| 2021-09-30 | $1,154,091 | 8,307 | Shares | Sole | 2021-10-20 | |
| 2021-09-30 | $25,840 | 186 | Put | Sole | 2021-10-20 | |
| 2021-06-30 | $51,306 | 350 | Call | Sole | 2021-07-19 | |
| 2021-06-30 | $27,558 | 188 | Put | Sole | 2021-07-19 | |
| 2021-06-30 | $1,430,278 | 9,757 | Shares | Sole | 2021-07-19 | |
| 2021-03-31 | $2,585,243 | 19,400 | Shares | Sole | 2021-04-14 | |
| 2021-03-31 | $5,063 | 38 | Put | Sole | 2021-04-14 | |
| 2021-03-31 | $6,662 | 50 | Call | Sole | 2021-04-14 | |
| 2020-12-31 | $2,177,724 | 17,300 | Shares | Sole | 2021-02-25 | |
| 2020-12-31 | $25,050 | 199 | Put | Sole | 2021-02-25 | |
| 2020-12-31 | $23,665 | 188 | Call | Sole | 2021-02-25 | |
| 2020-09-30 | $23,968 | 197 | Put | Sole | 2020-10-19 | |
| 2020-09-30 | $8,760 | 72 | Call | Sole | 2020-10-19 | |
| 2020-09-30 | $4,477,455 | 36,800 | Shares | Sole | 2020-10-19 | |
| 2020-06-30 | $7,366 | 61 | Call | Sole | 2020-08-06 | |
| 2020-06-30 | $4,673,799 | 38,700 | Shares | Sole | 2020-08-06 | |
| 2020-06-30 | $33,332 | 276 | Put | Sole | 2020-08-06 | |
| 2020-03-31 | $8,175,539 | 73,700 | Shares | Sole | 2020-04-28 | |
| 2020-03-31 | $110,812 | 999 | Put | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||