Position in IBM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$181,744,333
+$70,168,581 QoQ
Shares Held
646,294
+40.4% QoQ
Ownership
0.069%
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
#89
of 3,615 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 43%
Shared 7%
None 50%
Common Shares in IBM Over Time
Shares Held
Position Value (USD)
Derivatives in IBM
reported options exposure · as of Jun 30, 2026CallValue
$10,545,375
CallShares
37,500
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, 2026Cerity Partners LLC holds $353,094,713 across 40 Information Technology Services names. IBM ranks #1 (51.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
This page
|
646,294 | $181,744,333 | |
| 2 | ACN |
Accenture plc
|
408,453 | $50,827,890 | |
| 3 | GDS |
GDS Holdings Ltd
|
1,062,069 | $31,893,931 | |
| 4 | III |
Information Services Group Inc.
|
4,647,020 | $19,099,251 | |
| 5 | IT |
Gartner Inc
|
110,175 | $14,280,882 | |
| 6 | CDW |
CDW Corp
|
50,721 | $7,133,400 | |
| 7 | FIS |
Fidelity National Information Services, Inc.
|
110,862 | $4,310,314 | |
| 8 | JKHY |
Jack Henry & Associates Inc
|
28,821 | $3,969,803 |
All Filings in IBM
Export CSV
28 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $181,744,333 | 646,294 | Shares | Sole | 2026-08-14 | |
| 2026-06-30 | $10,545,375 | 37,500 | Call | Defined | 2026-08-14 | |
| 2026-03-31 | $111,575,752 | 460,315 | Shares | Defined | 2026-05-15 | |
| 2026-03-31 | $121,195 | 500 | Call | Sole | 2026-05-15 | |
| 2025-12-31 | $111,267,137 | 375,636 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $97,742,199 | 346,407 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $100,158,874 | 339,775 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $81,887,965 | 329,317 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $67,423,179 | 306,706 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $66,255,686 | 299,691 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $51,373,586 | 297,043 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $53,878,027 | 282,143 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $37,817,175 | 231,227 | Shares | Other | 2024-01-26 | |
| 2023-09-30 | $24,216,060 | 172,602 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $27,175,740 | 203,092 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $24,867,248 | 189,696 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $19,527,494 | 138,601 | Shares | Other | 2023-02-15 | |
| 2022-09-30 | $6,791,773 | 57,165 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $8,230,247 | 58,292 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $3,719,742 | 28,609 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $3,176,563 | 23,766 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $3,107,864 | 22,370 | Shares | Sole | 2021-10-25 | |
| 2021-06-30 | $3,329,791 | 22,715 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $2,858,959 | 21,454 | Shares | Sole | 2021-08-11 | |
| 2020-12-31 | $2,659,593 | 21,128 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $2,476,957 | 20,358 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $1,837,394 | 15,214 | Shares | Sole | 2020-08-17 | |
| 2020-03-31 | $6,039,582 | 54,445 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||