OFI INVEST ASSET MANAGEMENT

Position in IBM — International Business Machines Corp

CIK 1977602 ISSY LES MOULINEAUX, I0

Position in IBM

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$3,868,887

-$40,571,137 QoQ

Shares Held

13,758

-92.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#999

of 3,616 holders

Holding Since

Mar 2023

12 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

OFI INVEST ASSET MANAGEMENT holds $5,332,976 across 3 Information Technology Services names. IBM ranks #1 (72.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	IBM	International Business Machines Corp This page	13,758	$3,868,887
2	BR	Broadridge Financial Solutions, Inc.	7,962	$1,090,395
3	IT	Gartner Inc	2,883	$373,694

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,868,887	13,758	-92.5%	Shares	Sole	2026-07-17
2026-03-31	$44,440,024	183,341	+1963.3%	Shares	Sole	2026-05-05
2025-12-31	$2,632,122	8,886	-59.9%	Shares	Sole	2026-01-22
2025-09-30	$6,252,665	22,160	+4.5%	Shares	Sole	2025-10-14
2025-06-30	$6,250,809	21,205	+22.5%	Shares	Sole	2025-07-25
2025-03-31	$4,304,055	17,309	-5.1%	Shares	Sole	2025-05-09
2024-12-31	$4,007,720	18,231	+48.1%	Shares	Sole	2025-02-07
2024-06-30	$2,129,360	12,312	-56.0%	Shares	Sole	2024-07-19
2024-03-31	$5,339,241	27,960	+107.6%	Shares	Sole	2024-04-29
2023-12-31	$2,202,691	13,468	+3759.0%	Shares	Sole	2024-02-14
2023-09-30	$48,964	349	-100.0%	Shares	Sole	2023-11-02
2023-03-31	$8,955	1,173,911	—	Shares	Sole	2023-05-15
No filing history on record for this holder in this stock.