Creative Planning
Position in IBM — International Business Machines Corp
CIK 1540235
OVERLAND PARK, KS
Position in IBM
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$153,293,475
+$32,592,709 QoQ
Shares Held
545,121
+9.5% QoQ
Ownership
0.058%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#105
of 3,616 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in IBM Over Time
Shares Held
Position Value (USD)
Derivatives in IBM
reported options exposure · as of Mar 31, 2021CallValue
$119,932
CallShares
941
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, 2026Creative Planning holds $429,599,961 across 44 Information Technology Services names. IBM ranks #1 (35.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
This page
|
545,121 | $153,293,475 | |
| 2 | ACN |
Accenture plc
|
426,697 | $53,098,174 | |
| 3 | CACI |
Caci International Inc /De/
|
82,929 | $38,417,687 | |
| 4 | WIT |
Wipro Ltd
|
9,023,599 | $20,303,097 | |
| 5 | JKHY |
Jack Henry & Associates Inc
|
131,572 | $18,122,726 | |
| 6 | INFY |
Infosys Ltd
|
1,581,275 | $16,587,573 | |
| 7 | FIS |
Fidelity National Information Services, Inc.
|
374,059 | $14,543,413 | |
| 8 | CTSH |
Cognizant Technology Solutions Corp
|
284,838 | $11,031,775 |
All Filings in IBM
Export CSV
29 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $153,293,475 | 545,121 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $120,700,766 | 497,961 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $143,077,426 | 483,027 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $124,219,810 | 440,246 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $106,954,437 | 362,828 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $87,270,210 | 350,962 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $71,544,332 | 325,453 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $66,487,598 | 300,740 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $49,474,581 | 286,063 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $51,289,564 | 268,588 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $42,257,066 | 258,374 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $34,108,613 | 243,112 | Shares | Defined | 2023-11-16 | |
| 2023-06-30 | $30,183,923 | 225,573 | Shares | Defined | 2023-07-21 | |
| 2023-03-31 | $28,367,089 | 216,394 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $31,758,437 | 225,413 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $25,154,215 | 211,718 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $30,755,841 | 217,833 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $25,799,608 | 198,428 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $25,588,806 | 191,447 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $25,659,821 | 184,696 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $27,434,464 | 187,151 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $119,932 | 900 | Call | Sole | 2021-04-30 | |
| 2021-03-31 | $25,002,504 | 187,622 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $88,116 | 700 | Call | Sole | 2021-01-29 | |
| 2020-12-31 | $23,251,678 | 184,713 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $23,289,460 | 191,415 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $21,969,634 | 181,913 | Shares | Sole | 2020-07-23 | |
| 2020-06-30 | $120,770 | 1,000 | Put | Sole | 2020-07-23 | |
| 2020-03-31 | $20,971,644 | 189,053 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||