Catherine Avery Investment Management LLC
Position in IBM — International Business Machines Corp
CIK 2103454
LONGBOAT KEY, FL
Position in IBM
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$7,211,349
+$301,053 QoQ
Shares Held
25,644
-10.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
3.17%
of 13F equity value
Holder Rank
#719
of 3,615 holders
Holding Since
Dec 2024
7 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, 2026Catherine Avery Investment Management LLC holds $7,211,490 across 2 Information Technology Services names. IBM ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
This page
|
25,644 | $7,211,349 | |
| 2 | DXC |
DXC Technology Co
|
16 | $141 |
All Filings in IBM
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,211,349 | 25,644 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $6,910,296 | 28,509 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $5,427,159 | 18,322 | Shares | Sole | 2026-01-05 | |
| 2025-09-30 | $5,516,792 | 19,552 | Shares | Sole | 2026-01-05 | |
| 2025-06-30 | $4,753,327 | 16,125 | Shares | Sole | 2026-01-05 | |
| 2025-03-31 | $4,429,877 | 17,815 | Shares | Sole | 2026-01-05 | |
| 2024-12-31 | $4,162,700 | 18,936 | Shares | Sole | 2026-01-05 | |
| No filing history on record for this holder in this stock. | ||||||