Summit Global Investments
Position in IBM — International Business Machines Corp
CIK 1697953
BOUNTIFUL, UT
Position in IBM
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$849,816
-$212,579 QoQ
Shares Held
3,022
-31.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#2,041
of 3,616 holders
Holding Since
Sep 2023
8 quarters on record
Common Shares in IBM Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026Summit Global Investments holds $2,725,606 across 3 Information Technology Services names. IBM ranks #2 (31.2% of the industry book) .
All Filings in IBM
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $849,816 | 3,022 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $1,062,395 | 4,383 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $1,245,859 | 4,206 | Shares | Sole | 2026-02-18 | |
| 2024-09-30 | $459,404 | 2,078 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $359,563 | 2,079 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $376,573 | 1,972 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $354,739 | 2,169 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $235,142 | 1,676 | Shares | Sole | 2023-10-16 | |
| No filing history on record for this holder in this stock. | ||||||