Position in IBM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$25,074,089
-$818,980 QoQ
Shares Held
89,165
-16.5% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.60%
of 13F equity value
Holder Rank
#351
of 3,615 holders
Holding Since
Jun 2021
7 quarters on record
Voting authority
Sole 70%
Shared 0%
None 30%
Common Shares in IBM Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026CSM Advisors, LLC holds $45,500,233 across 4 Information Technology Services names. IBM ranks #1 (55.1% of the industry book) .
All Filings in IBM
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $25,074,089 | 89,165 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $25,893,069 | 106,824 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $36,562,977 | 123,436 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $32,071,998 | 113,666 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $30,170,143 | 102,348 | Shares | Sole | 2025-08-07 | |
| 2021-09-30 | $539,048 | 3,880 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $568,769 | 3,880 | Shares | Sole | 2021-08-16 | |
| No filing history on record for this holder in this stock. | ||||||