Klingman & Associates, LLC
Position in IBM — International Business Machines Corp
CIK 1662449
New York, NY
Position in IBM
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$1,395,364
+$213,713 QoQ
Shares Held
4,962
+1.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#1,636
of 3,611 holders
Holding Since
Mar 2020
25 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, 2026Klingman & Associates, LLC holds $1,692,828 across 3 Information Technology Services names. IBM ranks #1 (82.4% of the industry book) .
All Filings in IBM
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,395,364 | 4,962 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $1,181,651 | 4,875 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,520,149 | 5,132 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $1,306,965 | 4,632 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $1,487,459 | 5,046 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $1,164,226 | 4,682 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $998,028 | 4,540 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $1,006,356 | 4,552 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $604,979 | 3,498 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $687,837 | 3,602 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $552,471 | 3,378 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $467,058 | 3,329 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $449,467 | 3,359 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $433,776 | 3,309 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $457,047 | 3,244 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $391,003 | 3,291 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $460,279 | 3,260 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $412,943 | 3,176 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $422,098 | 3,158 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $319,816 | 2,302 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $339,942 | 2,319 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $369,663 | 2,774 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $282,852 | 2,247 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $270,229 | 2,221 | Shares | Sole | 2020-11-03 | |
| 2020-03-31 | $202,558 | 1,826 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||