J. Derek Lewis & Associates Inc.
Position in IBM — International Business Machines Corp
CIK 2077884
NEWPORT BEACH, CA
Position in IBM
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$613,037
+$209,216 QoQ
Shares Held
2,180
+30.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.41%
of 13F equity value
Holder Rank
#2,357
of 3,629 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in IBM Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026J. Derek Lewis & Associates Inc. holds $695,853 across 2 Information Technology Services names. IBM ranks #1 (88.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
This page
|
2,180 | $613,037 | |
| 2 | KEEL |
Keel Infrastructure Corp.
|
14,428 | $82,816 |
All Filings in IBM
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $613,037 | 2,180 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $403,821 | 1,666 | Shares | Sole | 2026-05-21 | |
| 2025-12-31 | $464,753 | 1,569 | Shares | Sole | 2026-03-23 | |
| No filing history on record for this holder in this stock. | ||||||