Summit Financial, LLC
Position in IBM — International Business Machines Corp
CIK 1765536
PARSIPPANY, NJ
Position in IBM
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$15,130,504
+$3,923,118 QoQ
Shares Held
53,805
+16.4% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
#467
of 3,616 holders
Holding Since
Jun 2021
21 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, 2026Summit Financial, LLC holds $18,647,391 across 7 Information Technology Services names. IBM ranks #1 (81.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
This page
|
53,805 | $15,130,504 | |
| 2 | ACN |
Accenture plc
|
11,509 | $1,432,179 | |
| 3 | BR |
Broadridge Financial Solutions, Inc.
|
5,742 | $786,366 | |
| 4 | JKHY |
Jack Henry & Associates Inc
|
4,240 | $584,017 | |
| 5 | CIFR |
Cipher Digital Inc.
|
12,213 | $299,218 | |
| 6 | BBAI |
BigBear.ai Holdings, Inc.
|
58,004 | $212,874 | |
| 7 | LDOS |
Leidos Holdings, Inc.
|
1,964 | $202,233 |
All Filings in IBM
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,130,504 | 53,805 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $11,207,386 | 46,237 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $17,416,555 | 58,798 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $16,503,538 | 58,490 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $16,821,031 | 57,063 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $13,482,593 | 54,221 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $5,142,703 | 23,394 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $3,095,341 | 14,001 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,566,408 | 9,057 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $877,843 | 4,597 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $790,273 | 4,832 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $728,577 | 5,193 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $682,832 | 5,103 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $385,535 | 2,941 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $445,212 | 3,160 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $453,973 | 3,821 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $503,624 | 3,567 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $750,995 | 5,776 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $511,383 | 3,826 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $569,196 | 4,097 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $382,599 | 2,610 | Shares | Sole | 2021-08-06 | |
| No filing history on record for this holder in this stock. | ||||||