NorthRock Partners, LLC
Position in IBM — International Business Machines Corp
CIK 1632097
MINNEAPOLIS, MN
Position in IBM
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$5,407,949
+$1,215,087 QoQ
Shares Held
19,231
+11.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#846
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 Dec 31, 2025CallValue
$29,621
CallShares
100
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, 2026NorthRock Partners, LLC holds $6,132,203 across 4 Information Technology Services names. IBM ranks #1 (88.2% of the industry book) .
All Filings in IBM
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,407,949 | 19,231 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $4,192,862 | 17,298 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $29,621 | 100 | Call | Sole | 2026-02-17 | |
| 2025-12-31 | $5,252,099 | 17,731 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $7,298,350 | 25,866 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $6,142,330 | 20,837 | Shares | Sole | 2025-11-14 | |
| 2025-03-31 | $5,023,429 | 20,202 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $4,569,166 | 20,785 | Shares | Sole | 2025-04-22 | |
| 2024-09-30 | $4,324,766 | 19,562 | Shares | Sole | 2025-04-22 | |
| 2024-06-30 | $3,213,411 | 18,580 | Shares | Sole | 2025-04-22 | |
| 2024-03-31 | $2,840,530 | 14,875 | Shares | Sole | 2025-04-22 | |
| 2023-12-31 | $2,379,161 | 14,547 | Shares | Sole | 2025-04-22 | |
| 2023-09-30 | $805,602 | 5,742 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $770,344 | 5,757 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $838,713 | 6,398 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $1,003,841 | 7,125 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $877,887 | 7,389 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $1,809,491 | 12,816 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $1,876,838 | 14,435 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $2,131,743 | 15,949 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $3,716,517 | 26,751 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $3,671,346 | 25,045 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $3,099,627 | 23,260 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $3,096,522 | 24,599 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $3,433,892 | 28,223 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $2,466,968 | 20,427 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $1,641,430 | 14,797 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||