Royal Fund Management, LLC
Position in IBM — International Business Machines Corp
CIK 1810099
Lady Lake, FL
Position in IBM
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$12,516,657
+$1,998,386 QoQ
Shares Held
44,510
+2.6% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
1.69%
of 13F equity value
Holder Rank
#518
of 3,616 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in IBM Over Time
Shares Held
Position Value (USD)
Derivatives in IBM
reported options exposure · as of Dec 31, 2025CallValue
$2,665
CallShares
9
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, 2026Royal Fund Management, LLC holds $13,801,642 across 2 Information Technology Services names. IBM ranks #1 (90.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
This page
|
44,510 | $12,516,657 | |
| 2 | APLD |
Applied Digital Corp.
|
34,450 | $1,284,985 |
All Filings in IBM
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36 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,516,657 | 44,510 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $10,518,271 | 43,394 | Shares | Sole | 2026-05-19 | |
| 2025-12-31 | $11,213,918 | 37,858 | Shares | Sole | 2026-01-15 | |
| 2025-12-31 | $2,665 | 9 | Call | Sole | 2026-01-15 | |
| 2025-09-30 | $8,346,010 | 29,579 | Shares | Sole | 2025-10-29 | |
| 2025-09-30 | $2,821 | 10 | Call | Sole | 2025-10-29 | |
| 2025-06-30 | $8,137,401 | 27,605 | Shares | Sole | 2025-08-13 | |
| 2025-06-30 | $294,780 | 1,000 | Call | Sole | 2025-08-13 | |
| 2025-03-31 | $248,660 | 1,000 | Call | Sole | 2025-05-14 | |
| 2025-03-31 | $7,196,966 | 28,943 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $6,177,662 | 28,102 | Shares | Sole | 2025-01-16 | |
| 2024-12-31 | $131,898 | 600 | Call | Sole | 2025-01-16 | |
| 2024-09-30 | $13,289,560 | 60,112 | Shares | Sole | 2024-10-08 | |
| 2024-09-30 | $530,592 | 2,400 | Call | Sole | 2024-10-08 | |
| 2024-06-30 | $6,235,193 | 36,052 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $267,344 | 1,400 | Call | Sole | 2024-04-11 | |
| 2024-03-31 | $6,784,999 | 35,531 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $5,556,284 | 33,973 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $4,674,094 | 33,315 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $4,900,389 | 36,622 | Shares | Sole | 2023-07-12 | |
| 2023-03-31 | $4,763,286 | 36,336 | Shares | Sole | 2023-04-10 | |
| 2022-12-31 | $4,717,419 | 33,483 | Shares | Sole | 2023-01-20 | |
| 2022-12-31 | $239,513 | 1,700 | Call | Sole | 2023-01-20 | |
| 2022-09-30 | $4,174,151 | 35,133 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $5,405,176 | 38,283 | Shares | Sole | 2022-07-28 | |
| 2022-06-30 | $254,142 | 1,800 | Call | Sole | 2022-07-28 | |
| 2022-03-31 | $4,657,706 | 35,823 | Shares | Sole | 2022-05-13 | |
| 2022-03-31 | $234,036 | 1,800 | Call | Sole | 2022-05-13 | |
| 2021-12-31 | $4,675,961 | 34,984 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $4,966,054 | 35,745 | Shares | Sole | 2021-10-20 | |
| 2021-06-30 | $5,105,436 | 34,828 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $3,889,192 | 29,185 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $3,684,005 | 29,266 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $4,123,274 | 33,889 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $3,945,556 | 32,670 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $3,113,249 | 28,065 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||