Position in IBM
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$63,298,962
+$9,182,972 QoQ
Shares Held
225,095
+0.8% QoQ
Ownership
0.024%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#207
of 3,626 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 32%
Shared 0%
None 68%
Common Shares in IBM Over Time
Shares Held
Position Value (USD)
Derivatives in IBM
reported options exposure · as of Jun 30, 2026CallValue
$7,311,460
CallShares
26,000
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, 2026Vontobel Holding Ltd. holds $93,167,743 across 19 Information Technology Services names. IBM ranks #1 (67.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
This page
|
225,095 | $63,298,962 | |
| 2 | ACN |
Accenture plc
|
101,400 | $12,618,215 | |
| 3 | CTSH |
Cognizant Technology Solutions Corp
|
215,863 | $8,360,372 | |
| 4 | CHRN |
ChronoScale Holdings Corp
|
61,652 | $1,369,907 | |
| 5 | APLD |
Applied Digital Corp.
|
34,495 | $1,286,663 | |
| 6 | WSE |
Wise Group plc
|
106,160 | $1,264,365 | |
| 7 | PENG |
Penguin Solutions, Inc.
|
12,859 | $977,412 | |
| 8 | CDW |
CDW Corp
|
4,104 | $577,185 |
All Filings in IBM
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $63,298,962 | 225,095 | Shares | Defined | 2026-08-03 | |
| 2026-06-30 | $7,311,460 | 26,000 | Call | Defined | 2026-08-03 | |
| 2026-03-31 | $54,115,990 | 223,260 | Shares | Defined | 2026-05-08 | |
| 2025-12-31 | $54,814,548 | 185,053 | Shares | Defined | 2026-02-13 | |
| 2025-12-31 | $2,665,890 | 9,000 | Call | Defined | 2026-02-13 | |
| 2025-09-30 | $58,038,616 | 205,694 | Shares | Defined | 2025-10-15 | |
| 2025-06-30 | $70,040,905 | 237,604 | Shares | Defined | 2025-07-23 | |
| 2025-03-31 | $47,819,554 | 192,309 | Shares | Defined | 2025-04-28 | |
| 2024-12-31 | $48,548,135 | 220,844 | Shares | Defined | 2025-01-30 | |
| 2024-09-30 | $60,585,425 | 274,043 | Shares | Defined | 2024-10-16 | |
| 2024-06-30 | $57,256,134 | 331,056 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $54,402,593 | 284,890 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $42,534,447 | 260,070 | Shares | Defined | 2024-06-04 | |
| 2023-09-30 | $31,013,875 | 221,054 | Shares | Defined | 2024-06-04 | |
| 2023-06-30 | $30,695,745 | 229,398 | Shares | Defined | 2024-06-04 | |
| 2023-03-31 | $24,921,518 | 190,110 | Shares | Defined | 2024-06-04 | |
| 2022-12-31 | $33,713,144 | 239,287 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $23,996,886 | 201,977 | Shares | Defined | 2022-11-04 | |
| 2022-06-30 | $26,809,438 | 189,882 | Shares | Defined | 2022-07-27 | |
| 2022-03-31 | $18,935,332 | 145,634 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $21,919,303 | 163,993 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $22,825,509 | 164,295 | Shares | Defined | 2021-10-29 | |
| 2021-06-30 | $26,801,048 | 182,830 | Shares | Defined | 2021-08-06 | |
| 2021-03-31 | $23,225,347 | 174,286 | Shares | Defined | 2021-05-11 | |
| 2020-12-31 | $21,401,115 | 170,012 | Shares | Defined | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||