Waterloo Capital, L.P.
Position in IBM — International Business Machines Corp
CIK 1730942
Austin, TX
Position in IBM
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$2,272,458
+$599,725 QoQ
Shares Held
8,081
+17.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#1,314
of 3,616 holders
Holding Since
Mar 2020
12 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in IBM Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026Waterloo Capital, L.P. holds $7,216,673 across 5 Information Technology Services names. IBM ranks #2 (31.5% of the industry book) .
All Filings in IBM
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,272,458 | 8,081 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $1,672,733 | 6,901 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $2,623,235 | 8,856 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $2,394,409 | 8,486 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $2,457,875 | 8,338 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,273,387 | 5,121 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $936,475 | 4,260 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,277,400 | 5,778 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $218,608 | 1,264 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $312,028 | 1,634 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $507,168 | 3,101 | Shares | Sole | 2024-02-13 | |
| 2020-03-31 | $281,429 | 2,537 | Shares | Sole | 2020-06-01 | |
| No filing history on record for this holder in this stock. | ||||||