MISSION WEALTH MANAGEMENT, LP
Position in IBM — International Business Machines Corp
CIK 1645382
Santa Barbara, CA
Position in IBM
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$8,743,100
+$4,355,841 QoQ
Shares Held
31,091
+71.8% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#632
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 Jun 30, 2026CallValue
$140,605
CallShares
500
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, 2026MISSION WEALTH MANAGEMENT, LP holds $12,907,797 across 7 Information Technology Services names. IBM ranks #1 (67.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
This page
|
31,091 | $8,743,100 | |
| 2 | ACN |
Accenture plc
|
13,352 | $1,661,522 | |
| 3 | APLD |
Applied Digital Corp.
|
33,580 | $1,252,534 | |
| 4 | BR |
Broadridge Financial Solutions, Inc.
|
3,159 | $432,625 | |
| 5 | IT |
Gartner Inc
|
3,028 | $392,489 | |
| 6 | GIB |
Cgi Inc
|
3,347 | $216,115 | |
| 7 | CDW |
CDW Corp
|
1,489 | $209,412 |
All Filings in IBM
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $140,605 | 500 | Call | Sole | 2026-07-20 | |
| 2026-06-30 | $8,743,100 | 31,091 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $4,387,259 | 18,100 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $5,904,946 | 19,935 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $5,316,740 | 18,843 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $5,302,207 | 17,987 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $4,380,643 | 17,617 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $3,488,482 | 15,869 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $4,895,816 | 22,145 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $3,784,664 | 21,883 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $4,086,352 | 21,399 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $3,195,767 | 19,540 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $2,606,914 | 18,581 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $1,407,681 | 10,520 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $1,376,576 | 10,501 | Shares | Sole | 2023-04-07 | |
| 2022-12-31 | $1,513,722 | 10,744 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $1,207,466 | 10,163 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $1,719,835 | 12,181 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $1,506,931 | 11,590 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $1,401,692 | 10,487 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $1,432,924 | 10,314 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $1,401,253 | 9,559 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $1,356,453 | 10,179 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $1,159,480 | 9,211 | Shares | Sole | 2021-01-19 | |
| 2020-09-30 | $901,817 | 7,412 | Shares | Sole | 2020-10-16 | |
| 2020-06-30 | $875,824 | 7,252 | Shares | Sole | 2020-08-03 | |
| 2020-03-31 | $921,162 | 8,304 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||