PKS Advisory Services, LLC
Position in IBM — International Business Machines Corp
CIK 1605401
ALBANY, NY
Position in IBM
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$1,263,195
+$278,365 QoQ
Shares Held
4,492
+10.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.52%
of 13F equity value
Holder Rank
#1,687
of 3,554 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in IBM Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026PKS Advisory Services, LLC holds $1,276,825 across 2 Information Technology Services names. IBM ranks #1 (98.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
This page
|
4,492 | $1,263,195 | |
| 2 | CTM |
Castellum, Inc.
|
18,931 | $13,630 |
All Filings in IBM
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,263,195 | 4,492 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $984,830 | 4,063 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,176,546 | 3,972 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $1,190,997 | 4,221 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,209,777 | 4,104 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $988,174 | 3,974 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $912,074 | 4,149 | Shares | Sole | 2025-02-12 | |
| No filing history on record for this holder in this stock. | ||||||