Port Capital LLC

Position in IBM — International Business Machines Corp

CIK 1729212 CHICAGO, IL

Position in IBM

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$769,345

-$241,915 QoQ

Shares Held

3,174

-7.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Technology · as of Mar 31, 2026

Port Capital LLC holds $56,517,107 across 2 Information Technology Services names. IBM ranks #2 (1.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	CACI	Caci International Inc /De/	102,502	$55,747,762
2	IBM	International Business Machines Corp This page	3,174	$769,345

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$769,345	3,174	-7.0%	Shares	Sole	2026-05-15
2025-12-31	$1,011,260	3,414	-0.8%	Shares	Sole	2026-02-17
2025-09-30	$970,912	3,441	0.0%	Shares	Sole	2025-11-14
2025-06-30	$1,014,337	3,441	-5.5%	Shares	Sole	2025-08-14
2025-03-31	$905,371	3,641	-11.0%	Shares	Sole	2025-05-15
2024-12-31	$899,324	4,091	-0.6%	Shares	Sole	2025-02-14
2024-09-30	$909,523	4,114	-1.1%	Shares	Sole	2024-11-14
2024-06-30	$719,472	4,160	+0.9%	Shares	Sole	2024-08-14
2024-03-31	$786,946	4,121	-9.4%	Shares	Sole	2024-05-15
2023-12-31	$743,661	4,547	-1.3%	Shares	Sole	2024-02-15
2023-09-30	$646,642	4,609	-0.8%	Shares	Sole	2023-11-14
2023-06-30	$621,681	4,646	-2.1%	Shares	Sole	2023-08-14
2023-03-31	$622,153	4,746	-4.2%	Shares	Sole	2023-05-15
2022-12-31	$698,109	4,955	+3.8%	Shares	Sole	2023-02-15
2022-09-30	$567,080	4,773	-5.2%	Shares	Sole	2022-11-14
2022-06-30	$710,750	5,034	-2.4%	Shares	Sole	2022-08-15
2022-03-31	$670,643	5,158	0.0%	Shares	Sole	2022-05-16
2021-12-31	$689,418	5,158	+1.2%	Shares	Sole	2022-02-14
2021-09-30	$677,117	5,098	-2.5%	Shares	Sole	2021-11-15
2021-06-30	$732,809	5,229	0.0%	Shares	Sole	2021-08-16
2021-03-31	$666,172	5,229	+0.9%	Shares	Sole	2021-05-17
2020-12-31	$623,503	5,181	+0.7%	Shares	Sole	2021-02-16
2020-09-30	$598,579	5,146	+0.1%	Shares	Sole	2020-11-16
2020-06-30	$593,689	5,142	+0.7%	Shares	Sole	2020-08-17
2020-03-31	$541,393	5,105	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.