Position in IBM
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$102,216,460
+$41,914,919 QoQ
Shares Held
363,488
+46.1% QoQ
Ownership
0.039%
of shares outstanding
% of Portfolio
1.94%
of 13F equity value
Holder Rank
#146
of 3,554 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in IBM Over Time
Shares Held
Position Value (USD)
Derivatives in IBM
reported options exposure · as of Mar 31, 2021CallValue
$7,000
CallShares
500
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Information Technology Services
Technology · as of Jun 30, 2026CAPITAL ADVISORS INC/OK holds $102,721,243 across 5 Information Technology Services names. IBM ranks #1 (99.5% of the industry book) .
All Filings in IBM
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $102,216,460 | 363,488 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $60,301,541 | 248,779 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $67,987,600 | 229,525 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $64,502,340 | 228,602 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $65,939,927 | 223,692 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $55,092,612 | 221,558 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $61,968,098 | 281,891 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $62,061,577 | 280,720 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $48,083,731 | 278,021 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $52,242,072 | 273,576 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $50,816,129 | 310,707 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $38,078,823 | 271,410 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $621,547 | 4,645 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $640,899 | 4,889 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $807,158 | 5,729 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $647,395 | 5,449 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $700,302 | 4,960 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $718,750 | 5,528 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $603,341 | 4,514 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $714,795 | 5,145 | Shares | Sole | 2021-10-25 | |
| 2021-06-30 | $712,573 | 4,861 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $584,345 | 4,385 | Shares | Sole | 2021-05-25 | |
| 2021-03-31 | $7,000 | 500 | Call | Sole | 2021-05-25 | |
| 2020-12-31 | $548,962 | 4,361 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $327,170 | 2,689 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $244,921 | 2,028 | Shares | Sole | 2020-09-02 | |
| No filing history on record for this holder in this stock. | ||||||