BOSTON FAMILY OFFICE LLC

Family Office

Position in IBM — International Business Machines Corp

CIK 1039807 BOSTON, MA

Position in IBM

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

Position Value

$1,329,509

+$283,888 QoQ

Shares Held

5,485

+55.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Technology · as of Mar 31, 2026

BOSTON FAMILY OFFICE LLC holds $3,427,396 across 4 Information Technology Services names. IBM ranks #1 (38.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	IBM	International Business Machines Corp This page	5,485	$1,329,509
2	ACN	Accenture plc	6,268	$1,242,881
3	INOD	Innodata Inc	16,400	$633,368
4	SAIC	Science Applications International Corp	2,335	$221,638

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,329,509	5,485	+55.4%	Shares	Sole	2026-05-13
2025-12-31	$1,045,621	3,530	-2.8%	Shares	Sole	2026-02-13
2025-09-30	$1,024,240	3,630	-9.0%	Shares	Sole	2025-11-12
2025-06-30	$1,175,877	3,989	-1.7%	Shares	Sole	2025-08-13
2025-03-31	$1,009,310	4,059	-5.5%	Shares	Sole	2025-05-13
2024-12-31	$943,950	4,294	-2.2%	Shares	Sole	2025-02-12
2024-09-30	$970,983	4,392	-5.4%	Shares	Sole	2024-11-13
2024-06-30	$802,833	4,642	+12.1%	Shares	Sole	2024-08-12
2024-03-31	$790,956	4,142	+36.2%	Shares	Sole	2024-05-13
2023-12-31	$497,192	3,040	-13.9%	Shares	Sole	2024-02-12
2023-09-30	$495,539	3,532	+5.8%	Shares	Sole	2023-11-13
2023-06-30	$446,657	3,338	+8.4%	Shares	Sole	2023-08-14
2023-03-31	$403,495	3,078	+12.1%	Shares	Sole	2023-05-10
2022-12-31	$386,883	2,746	-49.9%	Shares	Sole	2023-02-07
2022-09-30	$651,435	5,483	-13.5%	Shares	Sole	2022-11-08
2022-06-30	$894,862	6,338	+38.4%	Shares	Sole	2022-08-11
2022-03-31	$595,231	4,578	-31.8%	Shares	Sole	2022-05-11
2021-12-31	$896,992	6,711	-2.0%	Shares	Sole	2022-02-14
2021-09-30	$909,951	6,851	-4.6%	Shares	Sole	2021-11-15
2021-06-30	$1,006,930	7,185	-8.8%	Shares	Sole	2021-08-12
2021-03-31	$1,003,271	7,875	-17.8%	Shares	Sole	2021-05-07
2020-12-31	$1,152,897	9,580	-19.4%	Shares	Sole	2021-02-16
2020-09-30	$1,382,454	11,885	-15.5%	Shares	Sole	2020-11-10
2020-06-30	$1,623,005	14,057	-3.5%	Shares	Sole	2020-08-06
2020-03-31	$1,545,171	14,570	—	Shares	Sole	2020-05-11
No filing history on record for this holder in this stock.