Concurrent Investment Advisors, LLC
Position in IBM — International Business Machines Corp
CIK 2001015
Tampa, FL
Position in IBM
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$31,691,803
+$12,200,255 QoQ
Shares Held
112,698
+40.1% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.55%
of 13F equity value
Holder Rank
#312
of 3,616 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in IBM Over Time
Shares Held
Position Value (USD)
Derivatives in IBM
reported options exposure · as of Jun 30, 2026CallValue
$281,210
CallShares
1,000
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, 2026Concurrent Investment Advisors, LLC holds $47,614,564 across 14 Information Technology Services names. IBM ranks #1 (66.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
This page
|
112,698 | $31,691,803 | |
| 2 | ACN |
Accenture plc
|
70,109 | $8,724,363 | |
| 3 | CIFR |
Cipher Digital Inc.
|
67,916 | $1,663,942 | |
| 4 | BR |
Broadridge Financial Solutions, Inc.
|
9,828 | $1,345,944 | |
| 5 | JKHY |
Jack Henry & Associates Inc
|
6,177 | $850,819 | |
| 6 | APLD |
Applied Digital Corp.
|
19,859 | $740,740 | |
| 7 | SAIC |
Science Applications International Corp
|
5,523 | $609,793 | |
| 8 | CACI |
Caci International Inc /De/
|
890 | $412,300 |
All Filings in IBM
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $31,691,803 | 112,698 | Shares | Sole | 2026-07-27 | |
| 2026-06-30 | $281,210 | 1,000 | Call | Sole | 2026-07-27 | |
| 2026-03-31 | $19,491,548 | 80,414 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $24,742,420 | 83,530 | Shares | Sole | 2026-01-29 | |
| 2025-12-31 | $29,621 | 100 | Put | Sole | 2026-01-29 | |
| 2025-09-30 | $28,216 | 100 | Put | Sole | 2025-10-27 | |
| 2025-09-30 | $15,694,585 | 55,623 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $14,631,700 | 49,636 | Shares | Sole | 2025-07-25 | |
| 2025-06-30 | $29,478 | 100 | Put | Sole | 2025-07-25 | |
| 2025-03-31 | $24,866 | 100 | Call | Sole | 2025-04-29 | |
| 2025-03-31 | $12,585,179 | 50,612 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $10,473,360 | 47,643 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $7,607,141 | 34,409 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $882,045 | 5,100 | Call | Sole | 2024-07-30 | |
| 2024-06-30 | $5,591,646 | 32,331 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $5,481,697 | 28,706 | Shares | Sole | 2024-05-07 | |
| 2024-03-31 | $19,096 | 100 | Call | Sole | 2024-05-07 | |
| 2023-12-31 | $4,926,453 | 30,122 | Shares | Sole | 2024-04-15 | |
| No filing history on record for this holder in this stock. | ||||||