Turtle Creek Wealth Advisors, LLC
Position in IBM — International Business Machines Corp
CIK 2007171
DALLAS, TX
Position in IBM
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$1,602,334
+$251,495 QoQ
Shares Held
5,698
+2.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,542
of 3,611 holders
Holding Since
Dec 2023
8 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
$84,363
CallShares
300
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, 2026Turtle Creek Wealth Advisors, LLC holds $3,203,985 across 5 Information Technology Services names. IBM ranks #1 (50.0% of the industry book) .
All Filings in IBM
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $84,363 | 300 | Call | Sole | 2026-07-27 | |
| 2026-06-30 | $1,602,334 | 5,698 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $1,350,839 | 5,573 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $1,302,731 | 4,398 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $1,064,589 | 3,773 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $717,494 | 2,434 | Shares | Sole | 2025-07-28 | |
| 2024-09-30 | $515,558 | 2,332 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $216,360 | 1,251 | Shares | Sole | 2024-07-31 | |
| 2023-12-31 | $172,218 | 1,053 | Shares | Sole | 2024-01-26 | |
| No filing history on record for this holder in this stock. | ||||||