Position in IBM
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$824,226
-$206,900 QoQ
Shares Held
2,931
-31.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#2,068
of 3,616 holders
Holding Since
Sep 2020
13 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, 2026Optas, LLC holds $1,335,909 across 4 Information Technology Services names. IBM ranks #1 (61.7% of the industry book) .
All Filings in IBM
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $824,226 | 2,931 | Shares | Other | 2026-07-21 | |
| 2026-03-31 | $1,031,126 | 4,254 | Shares | Other | 2026-04-27 | |
| 2025-12-31 | $941,947 | 3,180 | Shares | Other | 2026-01-27 | |
| 2025-09-30 | $862,844 | 3,058 | Shares | Other | 2025-10-15 | |
| 2025-06-30 | $810,644 | 2,750 | Shares | Other | 2025-07-23 | |
| 2025-03-31 | $670,386 | 2,696 | Shares | Other | 2025-04-17 | |
| 2024-12-31 | $570,677 | 2,596 | Shares | Other | 2025-01-24 | |
| 2024-09-30 | $562,868 | 2,546 | Shares | Other | 2024-10-29 | |
| 2024-06-30 | $390,001 | 2,255 | Shares | Other | 2024-07-25 | |
| 2024-03-31 | $433,287 | 2,269 | Shares | Other | 2024-04-18 | |
| 2023-12-31 | $356,048 | 2,177 | Shares | Other | 2024-01-26 | |
| 2023-09-30 | $282,281 | 2,012 | Shares | Other | 2023-10-31 | |
| 2020-09-30 | $220,462 | 1,812 | Shares | Other | 2020-10-23 | |
| No filing history on record for this holder in this stock. | ||||||