Kovack Advisors, Inc.
Position in IBM — International Business Machines Corp
CIK 1728321
FT. LAUDERDALE, FL
Position in IBM
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$3,381,825
-$429,212 QoQ
Shares Held
13,952
+8.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in IBM Over Time
Shares Held
Position Value (USD)
Derivatives in IBM
reported options exposure · as of Sep 30, 2020CallValue
$0
CallShares
0
PutValue
$1,512
PutShares
13
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 Mar 31, 2026Kovack Advisors, Inc. holds $9,052,725 across 7 Information Technology Services names. IBM ranks #1 (37.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
This page
|
13,952 | $3,381,825 | |
| 2 | UIS |
Unisys Corp
|
1,397,525 | $2,892,876 | |
| 3 | DXC |
DXC Technology Co
|
110,292 | $1,386,370 | |
| 4 | APLD |
Applied Digital Corp.
|
18,697 | $443,866 | |
| 5 | BBAI |
BigBear.ai Holdings, Inc.
|
114,725 | $403,832 | |
| 6 | ACN |
Accenture plc
|
1,822 | $361,284 | |
| 7 | CNDT |
CONDUENT Inc
|
142,713 | $182,672 |
All Filings in IBM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,381,825 | 13,952 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $3,811,037 | 12,866 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,994,846 | 10,614 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $2,803,947 | 9,512 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $2,774,299 | 11,157 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $3,320,751 | 15,106 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $3,357,541 | 15,187 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $2,393,973 | 13,842 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $1,652,185 | 8,652 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $1,074,196 | 6,568 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $990,097 | 7,057 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $917,802 | 6,859 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $957,350 | 7,303 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $997,642 | 7,081 | Shares | Sole | 2023-02-22 | |
| 2022-09-30 | $946,440 | 7,966 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,120,907 | 7,939 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $1,587,544 | 12,210 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,861,616 | 13,928 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $1,601,547 | 12,058 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $1,568,344 | 11,191 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $1,540,133 | 12,089 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $468,620 | 3,894 | Shares | Sole | 2021-01-14 | |
| 2020-09-30 | $393,508 | 3,383 | Shares | Sole | 2020-11-02 | |
| 2020-09-30 | $1,512 | 13 | Put | Sole | 2020-11-02 | |
| 2020-06-30 | $377,435 | 3,269 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $295,353 | 2,785 | Shares | Sole | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||