Valeo Financial Advisors, LLC

Position in IBM — International Business Machines Corp

CIK 1722641 CARMEL, IN

Back to IBM Full portfolio

Position in IBM

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$4,398,968

+$389,838 QoQ

Shares Held

15,643

-5.4% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.18%

of 13F equity value

Holder Rank

#934

of 3,615 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Common Shares in IBM Over Time

Shares Held

Position Value (USD)

Derivatives in IBM

reported options exposure · as of Mar 31, 2024

CallValue

$19,096

CallShares

100

PutValue

PutShares

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, 2026

Valeo Financial Advisors, LLC holds $5,246,631 across 4 Information Technology Services names. IBM ranks #1 (83.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	IBM	International Business Machines Corp This page	15,643	$4,398,968
2	APLD	Applied Digital Corp.	11,570	$431,561
3	ACN	Accenture plc	2,804	$348,929
4	WIT	Wipro Ltd	29,855	$67,173

All Filings in IBM

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30 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,398,968	15,643	-5.4%	Shares	Sole	2026-07-08
2026-03-31	$4,009,130	16,540	-9.9%	Shares	Sole	2026-05-08
2025-12-31	$5,438,415	18,360	+1.7%	Shares	Sole	2026-02-04
2025-09-30	$5,094,116	18,054	+4.3%	Shares	Sole	2025-11-03
2025-06-30	$5,104,705	17,317	+16.7%	Shares	Sole	2025-09-12
2025-03-31	$3,689,368	14,837	+5.3%	Shares	Sole	2025-04-30
2024-12-31	$3,098,723	14,096	+0.7%	Shares	Sole	2025-01-30
2024-09-30	$3,095,120	14,000	+4.1%	Shares	Sole	2024-10-10
2024-06-30	$2,325,831	13,448	+2.1%	Shares	Sole	2024-07-10
2024-03-31	$2,513,988	13,165	-10.1%	Shares	Sole	2024-04-25
2024-03-31	$19,096	100	-94.1%	Call	Sole	2024-04-25
2023-12-31	$2,394,372	14,640	+2.0%	Shares	Sole	2024-01-29
2023-09-30	$2,013,305	14,350	+13.3%	Shares	Sole	2023-10-20
2023-09-30	$42,090	300	-82.4%	Put	Sole	2023-10-20
2023-06-30	$1,694,837	12,666	-18.4%	Shares	Sole	2023-07-14
2023-03-31	$2,033,861	15,515	-5.4%	Shares	Sole	2023-04-17
2022-12-31	$2,309,468	16,392	+16.3%	Shares	Sole	2023-02-09
2022-09-30	$1,674,745	14,096	-20.4%	Shares	Sole	2022-10-31
2022-06-30	$2,501,745	17,719	+3.6%	Shares	Sole	2022-08-03
2022-03-31	$2,222,951	17,097	+25.6%	Shares	Sole	2022-04-28
2021-12-31	$1,820,048	13,617	-5.2%	Shares	Sole	2022-01-07
2021-09-30	$1,994,618	14,357	+63.9%	Shares	Sole	2021-11-02
2021-06-30	$1,283,835	8,758	-0.5%	Shares	Sole	2021-07-22
2021-06-30	$249,202	1,700	—	Call	Sole	2021-07-22
2021-06-30	$249,202	1,700	—	Put	Sole	2021-07-22
2021-03-31	$1,173,354	8,805	+9.3%	Shares	Sole	2021-04-12
2020-12-31	$1,014,467	8,059	+26.5%	Shares	Sole	2021-02-11
2020-09-30	$774,916	6,369	-14.1%	Shares	Sole	2020-10-28
2020-06-30	$895,509	7,415	+4.2%	Shares	Sole	2020-07-20
2020-03-31	$789,599	7,118	—	Shares	Sole	2020-04-13
No filing history on record for this holder in this stock.