Kovack Advisors, Inc.
Position in IBM — International Business Machines Corp
CIK 1728321
FT. LAUDERDALE, FL
Position in IBM
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$4,279,172
+$897,347 QoQ
Shares Held
15,217
+9.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
#945
of 3,626 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 Sep 30, 2020CallValue
$0
CallShares
0
PutValue
$1,581
PutShares
14
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, 2026Kovack Advisors, Inc. holds $13,208,489 across 8 Information Technology Services names. IBM ranks #2 (32.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UIS |
Unisys Corp
|
1,577,986 | $5,775,428 | |
| 2 | IBM |
International Business Machines Corp
This page
|
15,217 | $4,279,172 | |
| 3 | DXC |
DXC Technology Co
|
104,766 | $927,179 | |
| 4 | BBAI |
BigBear.ai Holdings, Inc.
|
172,800 | $634,176 | |
| 5 | APLD |
Applied Digital Corp.
|
16,011 | $597,210 | |
| 6 | KD |
Kyndryl Holdings, Inc.
|
47,269 | $534,612 | |
| 7 | CNDT |
CONDUENT Inc
|
177,650 | $259,369 | |
| 8 | ACN |
Accenture plc
|
1,618 | $201,343 |
All Filings in IBM
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,279,172 | 15,217 | Shares | Sole | 2026-07-29 | |
| 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 | $1,675,218 | 12,058 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $1,640,488 | 11,191 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $1,610,979 | 12,089 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $490,176 | 3,894 | Shares | Sole | 2021-01-14 | |
| 2020-09-30 | $411,609 | 3,383 | Shares | Sole | 2020-11-02 | |
| 2020-09-30 | $1,581 | 13 | Put | Sole | 2020-11-02 | |
| 2020-06-30 | $394,797 | 3,269 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $308,939 | 2,785 | Shares | Sole | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||