SteelPeak Wealth, LLC
Position in IBM — International Business Machines Corp
CIK 1801868
WOODLAND HILLS, CA
Position in IBM
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$8,108,127
-$173,612 QoQ
Shares Held
28,833
-15.6% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#671
of 3,616 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 15%
Shared 0%
None 85%
Common Shares in IBM Over Time
Shares Held
Position Value (USD)
Derivatives in IBM
reported options exposure · as of Jun 30, 2024CallValue
$0
CallShares
0
PutValue
$86,475
PutShares
500
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, 2026SteelPeak Wealth, LLC holds $14,641,611 across 6 Information Technology Services names. IBM ranks #1 (55.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
This page
|
28,833 | $8,108,127 | |
| 2 | LDOS |
Leidos Holdings, Inc.
|
33,220 | $3,420,663 | |
| 3 | ACN |
Accenture plc
|
14,929 | $1,857,764 | |
| 4 | PSN |
Parsons Corp
|
10,755 | $563,454 | |
| 5 | CIFR |
Cipher Digital Inc.
|
16,241 | $397,904 | |
| 6 | FIS |
Fidelity National Information Services, Inc.
|
7,554 | $293,699 |
All Filings in IBM
Export CSV
32 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,108,127 | 28,833 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $8,281,739 | 34,167 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $1,808,065 | 6,104 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $8,986,513 | 31,849 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $13,375,642 | 45,375 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $9,866,580 | 39,679 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $10,616,689 | 48,295 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $6,814,127 | 30,822 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $86,475 | 500 | Put | Sole | 2024-07-17 | |
| 2024-06-30 | $15,637,793 | 90,418 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $14,896,980 | 78,011 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $13,602,944 | 83,173 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $916,860 | 6,535 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $5,637,549 | 42,131 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $10,207,847 | 77,869 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $7,968,738 | 56,560 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $10,314,846 | 86,818 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $12,608,408 | 89,301 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $10,441,646 | 80,308 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $7,739,582 | 57,905 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $8,456,810 | 60,871 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $8,088,689 | 55,179 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $7,882,061 | 59,148 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $5,201,488 | 41,321 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $6,208,332 | 51,026 | Shares | Sole | 2020-10-26 | |
| 2020-09-30 | $121,669 | 1,000 | Put | Sole | 2020-10-26 | |
| 2020-09-30 | $121,669 | 1,000 | Call | Sole | 2020-10-26 | |
| 2020-06-30 | $6,248,036 | 51,735 | Shares | Sole | 2020-07-21 | |
| 2020-06-30 | $120,770 | 1,000 | Call | Sole | 2020-07-21 | |
| 2020-06-30 | $120,770 | 1,000 | Put | Sole | 2020-07-21 | |
| 2020-03-31 | $4,632,657 | 41,762 | Shares | Sole | 2020-04-16 | |
| 2020-03-31 | $110,929 | 1,000 | Call | Sole | 2020-04-16 | |
| No filing history on record for this holder in this stock. | ||||||