Cladis Investment Advisory, LLC

Position in IBM — International Business Machines Corp

CIK 1911520 BILLINGS, MT

Position in IBM

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$3,127,336

+$419,598 QoQ

Shares Held

11,121

-0.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.67%

of 13F equity value

Holder Rank

#1,094

of 3,616 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Cladis Investment Advisory, LLC holds $3,171,616 across 2 Information Technology Services names. IBM ranks #1 (98.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	IBM	International Business Machines Corp This page	11,121	$3,127,336
2	WIT	Wipro Ltd	19,680	$44,280

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,127,336	11,121	-0.4%	Shares	Sole	2026-08-13
2026-03-31	$2,707,738	11,171	-0.4%	Shares	Sole	2026-05-15
2025-12-31	$3,323,772	11,221	-6.5%	Shares	Sole	2026-02-13
2025-09-30	$3,385,920	12,000	-0.4%	Shares	Sole	2025-11-13
2025-06-30	$3,552,099	12,050	-1.7%	Shares	Sole	2025-08-11
2025-03-31	$3,049,566	12,264	+0.0%	Shares	Sole	2025-05-13
2024-12-31	$2,695,115	12,260	-2.4%	Shares	Sole	2025-02-14
2024-09-30	$2,776,764	12,560	-9.1%	Shares	Sole	2024-11-14
2024-06-30	$2,388,439	13,810	-0.3%	Shares	Sole	2024-10-09
2024-03-31	$2,645,750	13,855	-2.6%	Shares	Sole	2024-10-09
2023-12-31	$2,327,316	14,230	-1.7%	Shares	Sole	2024-10-09
2023-09-30	$2,031,544	14,480	0.0%	Shares	Sole	2024-10-09
2023-06-30	$1,937,568	14,480	0.0%	Shares	Sole	2024-10-09
2023-03-31	$1,898,183	14,480	+38.5%	Shares	Sole	2024-10-09
2022-12-31	$1,473,004	10,455	-25.2%	Shares	Sole	2024-10-09
2022-09-30	$1,660,963	13,980	-3.1%	Shares	Sole	2024-10-09
2022-06-30	$2,037,371	14,430	-14.3%	Shares	Sole	2024-10-09
2022-03-31	$2,188,886	16,835	+12.3%	Shares	Sole	2024-10-09
2021-12-31	$2,002,895	14,985	—	Shares	Sole	2024-10-01
No filing history on record for this holder in this stock.