Delta Investment Management, LLC
Position in IBM — International Business Machines Corp
CIK 1757043
SAN FRANCISCO, CA
Position in IBM
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,547,498
+$221,868 QoQ
Shares Held
5,503
+0.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.39%
of 13F equity value
Holder Rank
#1,567
of 3,616 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)
Position in Information Technology Services
Technology · as of Jun 30, 2026Delta Investment Management, LLC holds $1,617,693 across 2 Information Technology Services names. IBM ranks #1 (95.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
This page
|
5,503 | $1,547,498 | |
| 2 | PONY |
Pony AI Inc.
|
10,100 | $70,195 |
All Filings in IBM
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,547,498 | 5,503 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $1,325,630 | 5,469 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,624,415 | 5,484 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $1,481,340 | 5,250 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $1,567,934 | 5,319 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $1,311,432 | 5,274 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,158,943 | 5,272 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $1,168,628 | 5,286 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $955,029 | 5,522 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,020,872 | 5,346 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $848,824 | 5,190 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $704,586 | 5,022 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $638,006 | 4,768 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $625,037 | 4,768 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $706,140 | 5,012 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $593,455 | 4,995 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $704,679 | 4,991 | Shares | Sole | 2022-07-20 | |
| 2022-03-31 | $648,929 | 4,991 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $667,097 | 4,991 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $693,399 | 4,991 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $731,630 | 4,991 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $665,100 | 4,991 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $627,260 | 4,983 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $606,281 | 4,983 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $573,657 | 4,750 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $526,917 | 4,750 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||