Cetera Investment Advisers
Position in IBM — International Business Machines Corp
CIK 1666741
SCHAUMBURG, IL
Position in IBM
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$148,276,127
+$31,220,179 QoQ
Shares Held
527,279
+9.2% QoQ
Ownership
0.056%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
#109
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
$4,896
CallShares
300
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, 2026Cetera Investment Advisers holds $242,614,059 across 37 Information Technology Services names. IBM ranks #1 (61.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
This page
|
527,279 | $148,276,127 | |
| 2 | ACN |
Accenture plc
|
235,418 | $29,295,415 | |
| 3 | APLD |
Applied Digital Corp.
|
182,889 | $6,821,759 | |
| 4 | FIS |
Fidelity National Information Services, Inc.
|
157,931 | $6,140,357 | |
| 5 | JKHY |
Jack Henry & Associates Inc
|
37,422 | $5,154,506 | |
| 6 | LDOS |
Leidos Holdings, Inc.
|
48,101 | $4,952,959 | |
| 7 | BR |
Broadridge Financial Solutions, Inc.
|
35,523 | $4,864,874 | |
| 8 | IT |
Gartner Inc
|
27,439 | $3,556,643 |
All Filings in IBM
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,896 | 300 | Call | Sole | 2026-08-12 | |
| 2026-06-30 | $148,276,127 | 527,279 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $117,055,948 | 482,924 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $142,896,443 | 482,416 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $125,882,580 | 446,139 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $98,954,403 | 335,689 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $76,238,907 | 306,599 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $62,641,877 | 284,956 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $63,287,245 | 286,264 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $49,133,365 | 284,090 | Shares | Sole | 2024-08-22 | |
| 2024-03-31 | $56,036,830 | 293,448 | Shares | Sole | 2024-05-24 | |
| 2023-12-31 | $10,899,953 | 66,646 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $9,924,120 | 70,735 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $8,924,859 | 66,698 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $9,025,546 | 68,850 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $9,516,274 | 67,544 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $4,203,497 | 35,380 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $8,738,955 | 61,895 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $8,016,643 | 61,657 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $8,004,897 | 59,890 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $10,973,944 | 78,989 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $12,629,754 | 86,157 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $9,052,217 | 67,929 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $8,697,932 | 69,097 | Shares | Sole | 2021-02-17 | |
| 2020-09-30 | $2,575,388 | 21,167 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $2,500,059 | 20,701 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $1,922,971 | 17,335 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||