PINNACLE ASSOCIATES LTD
Position in IBM — International Business Machines Corp
CIK 743127
NEW YORK, NY
Position in IBM
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$45,210,694
+$9,415,024 QoQ
Shares Held
160,772
+8.9% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
0.59%
of 13F equity value
Holder Rank
#249
of 3,626 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in IBM Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026PINNACLE ASSOCIATES LTD holds $69,610,682 across 8 Information Technology Services names. IBM ranks #1 (64.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
This page
|
160,772 | $45,210,694 | |
| 2 | GDS |
GDS Holdings Ltd
|
272,423 | $8,180,862 | |
| 3 | IBEX |
IBEX Ltd
|
201,095 | $6,107,255 | |
| 4 | ACN |
Accenture plc
|
31,723 | $3,947,610 | |
| 5 | PENG |
Penguin Solutions, Inc.
|
31,199 | $2,371,435 | |
| 6 | BR |
Broadridge Financial Solutions, Inc.
|
12,393 | $1,697,221 | |
| 7 | JKHY |
Jack Henry & Associates Inc
|
10,292 | $1,417,620 | |
| 8 | GIB |
Cgi Inc
|
10,500 | $677,985 |
All Filings in IBM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $45,210,694 | 160,772 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $35,795,670 | 147,678 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $41,395,347 | 139,750 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $39,724,742 | 140,788 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $41,427,791 | 140,538 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $38,325,468 | 154,128 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $34,004,623 | 154,686 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $28,982,923 | 131,097 | Shares | Other | 2024-10-25 | |
| 2024-06-30 | $27,168,542 | 157,089 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $25,620,148 | 134,165 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $21,440,913 | 131,097 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $18,347,030 | 130,770 | Shares | Other | 2023-10-24 | |
| 2023-06-30 | $17,212,916 | 128,637 | Shares | Other | 2023-07-27 | |
| 2023-03-31 | $11,397,357 | 86,943 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $12,436,219 | 88,269 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $11,036,260 | 92,890 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $12,718,395 | 90,080 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $12,001,886 | 92,308 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $12,483,042 | 93,394 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $12,828,660 | 92,339 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $12,385,095 | 84,488 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $11,109,218 | 83,365 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $9,328,465 | 74,106 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $8,965,009 | 73,683 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $9,012,220 | 74,623 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $9,073,406 | 81,794 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||