Chicago Partners Investment Group LLC
Position in IBM — International Business Machines Corp
CIK 1563525
CHICAGO, IL
Position in IBM
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$7,706,560
+$1,864,234 QoQ
Shares Held
27,405
+13.7% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
#693
of 3,616 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 10%
Shared 0%
None 90%
Common Shares in IBM Over Time
Shares Held
Position Value (USD)
Derivatives in IBM
reported options exposure · as of Sep 30, 2020CallValue
$8,000
CallShares
1,046
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, 2026Chicago Partners Investment Group LLC holds $18,036,206 across 15 Information Technology Services names. IBM ranks #1 (42.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
This page
|
27,405 | $7,706,560 | |
| 2 | ACN |
Accenture plc
|
21,669 | $2,696,490 | |
| 3 | KEEL |
Keel Infrastructure Corp.
|
306,536 | $1,759,516 | |
| 4 | CDW |
CDW Corp
|
6,252 | $879,281 | |
| 5 | IT |
Gartner Inc
|
4,826 | $625,546 | |
| 6 | JKHY |
Jack Henry & Associates Inc
|
4,512 | $621,482 | |
| 7 | CIFR |
Cipher Digital Inc.
|
21,983 | $538,583 | |
| 8 | G |
Genpact LTD
|
18,670 | $513,425 |
All Filings in IBM
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,706,560 | 27,405 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $5,842,326 | 24,103 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $6,795,649 | 22,942 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $6,004,364 | 21,280 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $6,367,248 | 21,600 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $5,357,628 | 21,546 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $4,330,431 | 19,699 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $3,466,534 | 15,680 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $2,398,297 | 13,867 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $2,590,372 | 13,565 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $1,231,204 | 7,528 | Shares | Sole | 2024-02-23 | |
| 2023-09-30 | $1,048,041 | 7,470 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $1,058,838 | 7,913 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $634,213 | 4,838 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $679,794 | 4,825 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $570,644 | 4,803 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $459,855 | 3,257 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $412,423 | 3,172 | Shares | Sole | 2022-05-20 | |
| 2021-12-31 | $397,237 | 2,972 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $448,605 | 3,229 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $401,070 | 2,736 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $428,830 | 3,218 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $463,616 | 3,683 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $8,000 | 1,000 | Call | Sole | 2020-11-06 | |
| 2020-09-30 | $513,569 | 4,221 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $781,623 | 6,472 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $733,358 | 6,611 | Shares | Sole | 2020-04-22 | |
| No filing history on record for this holder in this stock. | ||||||