CALDWELL SUTTER CAPITAL, INC.
Position in IBM — International Business Machines Corp
CIK 702007
SAUSALITO, CA
Position in IBM
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$2,331,793
+$331,106 QoQ
Shares Held
8,292
+0.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.04%
of 13F equity value
Holder Rank
#1,299
of 3,611 holders
Holding Since
Dec 2022
15 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, 2026CALDWELL SUTTER CAPITAL, INC. holds $2,349,761 across 7 Information Technology Services names. IBM ranks #1 (99.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
This page
|
8,292 | $2,331,793 | |
| 2 | KD |
Kyndryl Holdings, Inc.
|
873 | $9,873 | |
| 3 | BBAI |
BigBear.ai Holdings, Inc.
|
1,000 | $3,670 | |
| 4 | ACN |
Accenture plc
|
18 | $2,239 | |
| 5 | CTSH |
Cognizant Technology Solutions Corp
|
38 | $1,471 | |
| 6 | SAIC |
Science Applications International Corp
|
6 | $662 | |
| 7 | DXC |
DXC Technology Co
|
6 | $53 |
All Filings in IBM
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,331,793 | 8,292 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $2,000,687 | 8,254 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $2,494,088 | 8,420 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $2,400,899 | 8,509 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $2,605,560 | 8,839 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $2,230,728 | 8,971 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $2,027,711 | 9,224 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $1,946,830 | 8,806 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $1,669,659 | 9,654 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $1,963,832 | 10,284 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $1,756,199 | 10,738 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $1,582,584 | 11,280 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $1,561,295 | 11,668 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $1,106,792 | 8,443 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $815,330 | 5,787 | Shares | Sole | 2023-02-10 | |
| No filing history on record for this holder in this stock. | ||||||