Corient Private Wealth LLC
Position in IBM — International Business Machines Corp
CIK 1948780
MIAMI, FL
Position in IBM
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$145,610,819
+$23,391,722 QoQ
Shares Held
517,801
+2.7% QoQ
Ownership
0.055%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#118
of 3,616 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 33%
Shared 9%
None 58%
Common Shares in IBM Over Time
Shares Held
Position Value (USD)
Derivatives in IBM
reported options exposure · as of Mar 31, 2023CallValue
$13,109
CallShares
100
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, 2026Corient Private Wealth LLC holds $347,032,566 across 30 Information Technology Services names. IBM ranks #1 (42.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
This page
|
517,801 | $145,610,819 | |
| 2 | ACN |
Accenture plc
|
683,324 | $85,032,838 | |
| 3 | BR |
Broadridge Financial Solutions, Inc.
|
457,066 | $62,595,188 | |
| 4 | CACI |
Caci International Inc /De/
|
28,689 | $13,290,466 | |
| 5 | CDW |
CDW Corp
|
43,494 | $6,116,996 | |
| 6 | LDOS |
Leidos Holdings, Inc.
|
56,125 | $5,779,191 | |
| 7 | CTSH |
Cognizant Technology Solutions Corp
|
76,683 | $2,969,932 | |
| 8 | EXLS |
ExlService Holdings, Inc.
|
106,667 | $2,758,408 |
All Filings in IBM
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $145,610,819 | 517,801 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $122,219,097 | 504,225 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $151,759,935 | 512,339 | Shares | Sole | 2026-03-09 | |
| 2025-09-30 | $116,433,040 | 412,649 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $114,332,780 | 387,858 | Shares | Defined | 2025-09-26 | |
| 2025-03-31 | $96,477,094 | 387,988 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $89,620,732 | 407,682 | Shares | Other | 2025-02-10 | |
| 2024-09-30 | $100,615,939 | 455,111 | Shares | Other | 2024-11-12 | |
| 2024-06-30 | $71,305,209 | 412,288 | Shares | Other | 2024-08-13 | |
| 2024-03-31 | $76,106,343 | 398,546 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $66,598,213 | 407,204 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $52,677,177 | 375,461 | Shares | Other | 2023-11-03 | |
| 2023-06-30 | $48,330,833 | 361,190 | Shares | Other | 2023-08-10 | |
| 2023-03-31 | $46,535,769 | 354,991 | Shares | Other | 2023-05-15 | |
| 2023-03-31 | $13,109 | 100 | Call | Sole | 2023-05-15 | |
| 2022-12-31 | $39,270,409 | 278,731 | Shares | Other | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||