Sequoia Financial Advisors, LLC
Position in IBM — International Business Machines Corp
CIK 1599900
Akron, OH
Position in IBM
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$62,176,655
+$12,019,862 QoQ
Shares Held
221,104
+6.9% QoQ
Ownership
0.023%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
—
not a current holder
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 Dec 31, 2025CallValue
$59,242
CallShares
200
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, 2026Sequoia Financial Advisors, LLC holds $86,754,747 across 24 Information Technology Services names. IBM ranks #1 (71.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
This page
|
221,104 | $62,176,655 | |
| 2 | ACN |
Accenture plc
|
57,667 | $7,176,081 | |
| 3 | CTSH |
Cognizant Technology Solutions Corp
|
98,919 | $3,831,132 | |
| 4 | GIB |
Cgi Inc
|
36,485 | $2,355,836 | |
| 5 | WIT |
Wipro Ltd
|
966,489 | $2,174,600 | |
| 6 | INFY |
Infosys Ltd
|
109,291 | $1,146,462 | |
| 7 | FIS |
Fidelity National Information Services, Inc.
|
29,240 | $1,136,851 | |
| 8 | CACI |
Caci International Inc /De/
|
1,790 | $829,235 |
All Filings in IBM
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $62,176,655 | 221,104 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $50,156,793 | 206,926 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $61,203,502 | 206,622 | Shares | Sole | 2026-02-03 | |
| 2025-12-31 | $59,242 | 200 | Call | Sole | 2026-02-03 | |
| 2025-09-30 | $55,092,022 | 195,251 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $55,960,445 | 189,838 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $44,665,552 | 179,625 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $38,235,471 | 173,932 | Shares | Sole | 2025-08-08 | |
| 2024-09-30 | $25,994,365 | 117,579 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $16,409,323 | 94,879 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $16,427,906 | 86,028 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $14,235,064 | 87,038 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $2,689,691 | 19,171 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $2,649,304 | 19,799 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $2,418,086 | 18,446 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $2,709,455 | 19,231 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $1,431,541 | 12,049 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $1,829,116 | 12,955 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $2,213,590 | 17,025 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $2,090,843 | 15,643 | Shares | Sole | 2022-02-22 | |
| 2021-09-30 | $799,681 | 5,756 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $3,854,144 | 26,292 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $2,933,185 | 22,011 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $2,598,667 | 20,644 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $2,334,725 | 19,189 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $2,268,060 | 18,780 | Shares | Sole | 2020-08-25 | |
| 2020-03-31 | $2,454,103 | 22,123 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||