SEC 13F Intelligence

Citadel Investment Advisory, Inc. / IBM

Citadel Investment Advisory, Inc.’s International Business Machs Position

Does Citadel Investment Advisory, Inc. own International Business Machs (IBM)? Yes — 16.9K shares worth $4M (+1.95% of its 13F portfolio) as of Q1 2026, down from 17.2K shares the prior filed quarter.

Position Value
$4M
Q1 2026
Shares
16.9K
% of Portfolio
+1.95%
Quarters Held
22
currently held

Position History IBM

Reported value by quarter
Q4 ’20: $3MQ4 ’20Q1 ’21: $3MQ2 ’21: $3MQ3 ’21: $3MQ3 ’21Q4 ’21: $3MQ1 ’22: $3MQ2 ’22: $3MQ2 ’22Q3 ’22: $2MQ4 ’22: $3MQ1 ’23: $2MQ1 ’23Q2 ’23: $2MQ3 ’23: $3MQ4 ’23: $3MQ4 ’23Q1 ’24: $3MQ2 ’24: $3MQ3 ’24: $4MQ3 ’24Q4 ’24: $4MQ1 ’25: $4MQ2 ’25: $5MQ2 ’25Q3 ’25: $5MQ4 ’25: $5MQ1 ’26: $4MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202616.9K$4M+1.95%
Q4 202517.2K$5M+2.20%
Q3 202517.2K$5M+2.22%
Q2 202517.2K$5M+2.45%
Q1 202517.7K$4M+2.16%
Q4 202417.7K$4M+2.02%
Q3 202417.6K$4M+2.05%
Q2 202417.7K$3M+1.74%
Q1 202417.7K$3M+1.90%
Q4 202317.7K$3M+1.78%
Q3 202317.9K$3M+1.64%
Q2 202317.9K$2M+1.55%
Q1 202318.2K$2M+1.62%
Q4 202218.7K$3M+1.80%
Q3 202219.6K$2M+1.77%
Q2 202219.6K$3M+1.88%
Q1 202220.3K$3M+1.54%
Q4 202121.5K$3M+1.68%
Q3 202121.5K$3M+1.85%
Q2 202121.5K$3M+1.95%
Q1 202122.3K$3M+1.94%
Q4 202022.3K$3M+2.01%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Citadel Investment Advisory, Inc.’s full portfolio or all institutional holders of IBM.