BANK OF MONTREAL /CAN/

Bank

Position in IBM — International Business Machines Corp

CIK 927971 TORONTO, A6

Back to IBM Full portfolio

Position in IBM

as of Mar 31, 2026 · filed May 13, 2026 Compact

Position Value

$310,007,837

-$72,873,501 QoQ

Shares Held

1,278,963

-1.1% QoQ

Ownership

0.136%

of shares outstanding

% of Portfolio

0.15%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 95.47570961787011.ToString("F0")% Shared 0.09578072235084205.ToString("F0")% None 4.428509659779055.ToString("F0")%

Common Shares in IBM Over Time

Shares Held

Position Value (USD)

Derivatives in IBM

reported options exposure · as of Mar 31, 2025

CallValue

CallShares

PutValue

$14,745,538

PutShares

59,300

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 Mar 31, 2026

BANK OF MONTREAL /CAN/ holds $1,130,910,003 across 31 Information Technology Services names. IBM ranks #2 (27.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GIB	Cgi Inc	4,742,335	$346,664,685
2	IBM	International Business Machines Corp This page	1,278,963	$310,007,837
3	ACN	Accenture plc	793,292	$157,301,866
4	VRRM	VERRA MOBILITY Corp	5,789,907	$82,737,769
5	CTSH	Cognizant Technology Solutions Corp	951,559	$58,378,140
6	G	Genpact LTD	1,406,678	$52,398,754
7	JKHY	Jack Henry & Associates Inc	165,461	$26,149,454
8	BR	Broadridge Financial Solutions, Inc.	119,386	$19,397,835

All Filings in IBM

Export CSV

33 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$310,007,837	1,278,963	-1.1%	Shares	Defined	2026-05-13
2025-12-31	$382,881,338	1,292,601	-1.7%	Shares	Defined	2026-02-12
2025-09-30	$371,094,570	1,315,192	+10.5%	Shares	Defined	2025-11-13
2025-06-30	$350,859,531	1,190,242	-17.6%	Shares	Defined	2025-08-05
2025-03-31	$359,375,859	1,445,250	+2337.2%	Shares	Defined	2025-05-13
2025-03-31	$14,745,538	59,300	0.0%	Put	Defined	2025-05-13
2024-12-31	$13,035,919	59,300	-96.5%	Put	Defined	2025-02-13
2024-12-31	$374,344,766	1,702,883	+2771.6%	Shares	Defined	2025-02-13
2024-09-30	$13,110,044	59,300	-96.3%	Put	Defined	2024-11-13
2024-09-30	$357,739,713	1,618,146	-2.5%	Shares	Defined	2024-11-13
2024-06-30	$287,093,019	1,659,977	+2666.6%	Shares	Defined	2024-08-14
2024-06-30	$10,377,000	60,000	-96.0%	Put	Defined	2024-08-14
2024-03-31	$283,113,855	1,482,582	-30.4%	Shares	Defined	2024-05-13
2023-12-31	$348,629,720	2,131,640	+41.4%	Shares	Defined	2024-02-08
2023-09-30	$211,575,905	1,508,025	+6.8%	Shares	Defined	2023-11-01
2023-06-30	$189,013,045	1,412,548	-0.4%	Shares	Defined	2023-08-02
2023-03-31	$185,915,767	1,418,230	+8443.6%	Shares	Defined	2024-06-13
2022-12-31	$2,338,774	16,600	-98.8%	Put	Defined	2023-02-01
2022-12-31	$197,083,832	1,398,849	+14.6%	Shares	Defined	2023-02-01
2022-09-30	$144,963,405	1,220,128	-7.9%	Shares	Defined	2022-11-10
2022-06-30	$186,948,546	1,324,092	-3.5%	Shares	Defined	2022-08-11
2022-03-31	$178,461,808	1,372,572	-10.4%	Shares	Defined	2022-05-12
2021-12-31	$204,856,803	1,532,671	+236.0%	Shares	Defined	2022-02-11
2021-09-30	$60,579,338	456,100	-76.0%	Put	Defined	2021-11-12
2021-09-30	$252,336,518	1,899,834	+35.3%	Shares	Defined	2021-11-12
2021-06-30	$196,731,198	1,403,785	+8.0%	Shares	Defined	2021-08-12
2021-03-31	$165,542,782	1,299,398	-33.9%	Shares	Defined	2021-05-13
2020-12-31	$236,668,056	1,966,593	+4473.5%	Shares	Defined	2021-02-12
2020-09-30	$5,001,729	43,000	-97.4%	Call	Defined	2020-11-12
2020-09-30	$190,808,780	1,640,388	-5.5%	Shares	Defined	2020-11-12
2020-06-30	$200,486,063	1,736,428	+2579.7%	Shares	Defined	2020-08-12
2020-06-30	$7,481,736	64,800	-96.5%	Call	Defined	2020-08-12
2020-03-31	$197,573,806	1,862,997	—	Shares	Defined	2020-05-13
No filing history on record for this holder in this stock.