FORTEM FINANCIAL GROUP, LLC

Position in IBM — International Business Machines Corp

CIK 1766509 PALM DESERT, CA

Position in IBM

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$278,960

+$44,066 QoQ

Shares Held

992

+25.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#3,047

of 3,616 holders

Holding Since

Mar 2020

16 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

FORTEM FINANCIAL GROUP, LLC holds $990,293 across 3 Information Technology Services names. IBM ranks #2 (28.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CTSH	Cognizant Technology Solutions Corp	12,588	$487,533
2	IBM	International Business Machines Corp This page	992	$278,960
3	APLD	Applied Digital Corp.	6,000	$223,800

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$278,960	992	+25.1%	Shares	Sole	2026-07-20
2025-12-31	$234,894	793	-8.2%	Shares	Sole	2026-02-04
2025-09-30	$243,786	864	+19.3%	Shares	Sole	2025-11-04
2025-06-30	$213,420	724	-78.1%	Shares	Sole	2025-08-12
2025-03-31	$822,318	3,307	-13.4%	Shares	Sole	2025-05-01
2024-12-31	$839,091	3,817	+0.7%	Shares	Sole	2025-01-06
2024-09-30	$837,893	3,790	+51.1%	Shares	Sole	2024-11-18
2022-03-31	$326,090	2,508	-1.0%	Shares	Sole	2022-04-27
2021-12-31	$338,694	2,534	-20.1%	Shares	Sole	2022-01-20
2021-09-30	$440,547	3,171	-6.8%	Shares	Sole	2021-10-15
2021-06-30	$498,845	3,403	+10.6%	Shares	Sole	2021-07-14
2021-03-31	$409,907	3,076	-6.4%	Shares	Sole	2021-04-20
2020-12-31	$413,641	3,286	-12.3%	Shares	Sole	2021-01-29
2020-09-30	$455,775	3,746	-72.4%	Shares	Sole	2020-10-15
2020-06-30	$1,640,660	13,585	+6.6%	Shares	Sole	2020-07-14
2020-03-31	$1,413,802	12,745	—	Shares	Sole	2020-04-23
No filing history on record for this holder in this stock.