Caerus Investment Advisors, LLC
Position in IBM — International Business Machines Corp
CIK 1862682
WEST LAKE HILLS, TX
Position in IBM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$663,655
+$319,946 QoQ
Shares Held
2,360
+66.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
#2,281
of 3,616 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in IBM Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026Caerus Investment Advisors, LLC holds $1,339,153 across 4 Information Technology Services names. IBM ranks #1 (49.6% of the industry book) .
All Filings in IBM
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $663,655 | 2,360 | Shares | Sole | 2026-08-14 | |
| 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. | ||||||