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Cerity Partners LLC

Position in IBM — International Business Machines Corp

CIK 1566475 NEW YORK, NY

Position in IBM

as of Mar 31, 2026 · filed May 15, 2026
Position Value
$111,575,752
+$308,615 QoQ
Shares Held
460,315
+22.5% QoQ
Ownership
0.049%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority Sole 57.68940833994113.ToString("F0")% Shared 11.972019160792065.ToString("F0")% None 30.338572499266807.ToString("F0")%

Common Shares in IBM Over Time

Shares Held

Position Value (USD)

Derivatives in IBM

reported options exposure · as of Mar 31, 2026
CallValue
$121,195
CallShares
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 Mar 31, 2026

Cerity Partners LLC holds $330,716,091 across 32 Information Technology Services names. IBM ranks #1 (33.7% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 IBM
International Business Machines Corp
This page
460,315 $111,575,752

All Filings in IBM

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26 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $111,575,752 460,315
2026-03-31 $121,195 500
2025-12-31 $111,267,137 375,636
2025-09-30 $97,742,199 346,407
2025-06-30 $100,158,874 339,775
2025-03-31 $81,887,965 329,317
2024-12-31 $67,423,179 306,706
2024-09-30 $66,255,686 299,691
2024-06-30 $51,373,586 297,043
2024-03-31 $53,878,027 282,143
2023-12-31 $37,817,175 231,227
2023-09-30 $24,216,060 172,602
2023-06-30 $27,175,740 203,092
2023-03-31 $24,867,248 189,696
2022-12-31 $19,527,494 138,601
2022-09-30 $6,791,773 57,165
2022-06-30 $8,230,247 58,292
2022-03-31 $3,719,742 28,609
2021-12-31 $3,176,563 23,766
2021-09-30 $2,971,190 22,370
2021-06-30 $3,183,357 22,715
2021-03-31 $2,733,231 21,454
2020-12-31 $2,542,632 21,128
2020-09-30 $2,368,028 20,358
2020-06-30 $1,756,591 15,214
2020-03-31 $5,773,979 54,445