SIERRA SUMMIT ADVISORS LLC
Position in IBM — International Business Machines Corp
CIK 2012614
INCLINE VILLAGE, NV
Position in IBM
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$3,031,443
+$513,496 QoQ
Shares Held
10,780
+3.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
#1,116
of 3,626 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in IBM Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026SIERRA SUMMIT ADVISORS LLC holds $3,941,925 across 2 Information Technology Services names. IBM ranks #1 (76.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
This page
|
10,780 | $3,031,443 | |
| 2 | TSSI |
TSS, Inc.
|
74,023 | $910,482 |
All Filings in IBM
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,031,443 | 10,780 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $2,517,947 | 10,388 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $3,361,391 | 11,348 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $3,122,100 | 11,065 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $3,069,544 | 10,413 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $3,555,340 | 14,298 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $3,177,422 | 14,454 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $2,460,620 | 11,130 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,569,002 | 9,072 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $1,542,002 | 8,075 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $1,311,343 | 8,018 | Shares | Sole | 2024-02-22 | |
| No filing history on record for this holder in this stock. | ||||||