Private Advisor Group, LLC
Position in IBM — International Business Machines Corp
CIK 1567755
MORRISTOWN, NJ
Position in IBM
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$38,315,706
-$2,941,253 QoQ
Shares Held
136,253
-19.9% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.56%
of 13F equity value
Holder Rank
#280
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, 2026CallValue
$0
CallShares
0
PutValue
$3,570
PutShares
200
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, 2026Private Advisor Group, LLC holds $50,276,282 across 11 Information Technology Services names. IBM ranks #1 (76.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
This page
|
136,253 | $38,315,706 | |
| 2 | APLD |
Applied Digital Corp.
|
100,804 | $3,759,989 | |
| 3 | ACN |
Accenture plc
|
27,951 | $3,478,222 | |
| 4 | CIFR |
Cipher Digital Inc.
|
71,715 | $1,757,017 | |
| 5 | CDW |
CDW Corp
|
9,034 | $1,270,541 | |
| 6 | INOD |
Innodata Inc
|
8,195 | $619,378 | |
| 7 | LDOS |
Leidos Holdings, Inc.
|
3,419 | $352,054 | |
| 8 | BBAI |
BigBear.ai Holdings, Inc.
|
90,061 | $330,523 |
All Filings in IBM
Export CSV
29 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $38,315,706 | 136,253 | Shares | Other | 2026-07-27 | |
| 2026-03-31 | $3,570 | 200 | Put | Sole | 2026-04-27 | |
| 2026-03-31 | $41,256,959 | 170,209 | Shares | Other | 2026-04-27 | |
| 2025-12-31 | $52,269,216 | 176,460 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $48,142,139 | 170,620 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $52,130,958 | 176,847 | Shares | Other | 2025-08-11 | |
| 2025-06-30 | $763 | 300 | Put | Sole | 2025-08-11 | |
| 2025-03-31 | $42,966,210 | 172,791 | Shares | Other | 2025-05-05 | |
| 2024-12-31 | $63,499,213 | 288,856 | Shares | Other | 2025-02-03 | |
| 2024-09-30 | $36,755,876 | 166,256 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $29,765,386 | 172,104 | Shares | Other | 2024-08-05 | |
| 2024-03-31 | $31,493,314 | 164,921 | Shares | Other | 2024-04-30 | |
| 2023-12-31 | $25,549,126 | 156,216 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $10,102 | 7,200 | Put | Sole | 2023-11-03 | |
| 2023-09-30 | $20,419,963 | 145,545 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $18,418,277 | 137,645 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $16,021,164 | 122,215 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $16,807,895 | 119,298 | Shares | Sole | 2023-01-18 | |
| 2022-09-30 | $13,138,485 | 110,584 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $16,921,197 | 119,847 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $14,576,282 | 112,108 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $14,284,377 | 106,871 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $21,802,845 | 156,934 | Shares | Sole | 2021-10-14 | |
| 2021-06-30 | $16,699,385 | 113,919 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $13,047,085 | 97,907 | Shares | Sole | 2021-04-22 | |
| 2020-12-31 | $13,826,662 | 109,840 | Shares | Sole | 2021-04-01 | |
| 2020-09-30 | $12,044,598 | 98,994 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $11,667,711 | 96,611 | Shares | Sole | 2020-08-17 | |
| 2020-03-31 | $10,579,391 | 95,370 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||