Caerus Investment Advisors, LLC
Position in IBM — International Business Machines Corp
CIK 1862682
WEST LAKE HILLS, TX
Position in IBM
as of Mar 31, 2026
· filed Jun 1, 2026
Position Value
$343,709
+$34,170 QoQ
Shares Held
1,418
+35.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in IBM Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Mar 31, 2026Caerus Investment Advisors, LLC holds $1,580,671 across 6 Information Technology Services names. IBM ranks #2 (21.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FIS |
Fidelity National Information Services, Inc.
|
9,359 | $439,030 | |
| 2 | IBM |
International Business Machines Corp
This page
|
1,418 | $343,709 | |
| 3 | IT |
Gartner Inc
|
1,872 | $296,412 | |
| 4 | CACI |
Caci International Inc /De/
|
497 | $270,303 | |
| 5 | G |
Genpact LTD
|
5,568 | $207,408 | |
| 6 | CNDT |
CONDUENT Inc
|
18,601 | $23,809 |
All Filings in IBM
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $343,709 | 1,418 | Shares | Sole | 2026-06-01 | |
| 2025-12-31 | $309,539 | 1,045 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $288,931 | 1,024 | Shares | Sole | 2025-11-20 | |
| No filing history on record for this holder in this stock. | ||||||