Position in IBM
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$2,667,273
+$106,668 QoQ
Shares Held
9,485
-10.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.43%
of 13F equity value
Holder Rank
#1,205
of 3,615 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in IBM Over Time
Shares Held
Position Value (USD)
Derivatives in IBM
reported options exposure · as of Sep 30, 2025CallValue
$5,590
CallShares
400
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Information Technology Services
Technology · as of Jun 30, 2026Advisor OS, LLC holds $3,535,802 across 3 Information Technology Services names. IBM ranks #1 (75.4% of the industry book) .
All Filings in IBM
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,667,273 | 9,485 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $2,560,605 | 10,564 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $2,929,219 | 9,889 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $2,652,301 | 9,400 | Shares | Sole | 2025-11-12 | |
| 2025-09-30 | $5,590 | 400 | Call | Sole | 2025-11-12 | |
| 2025-06-30 | $5,455 | 400 | Call | Sole | 2025-08-14 | |
| 2025-06-30 | $2,600,840 | 8,823 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,131,261 | 8,571 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $1,741,709 | 7,923 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $1,838,277 | 8,315 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $1,177,439 | 6,808 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $1,600,814 | 8,383 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $1,340,126 | 8,194 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $1,155,928 | 8,239 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $987,380 | 7,379 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $309,761 | 2,363 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $241,341 | 1,713 | Shares | Sole | 2023-02-01 | |
| No filing history on record for this holder in this stock. | ||||||