FIRST FOUNDATION ADVISORS

Endowment

Position in IBM — International Business Machines Corp

CIK 1086763 Irvine, CA

Position in IBM

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$1,535,968

+$313,112 QoQ

Shares Held

5,462

+8.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#1,572

of 3,616 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 99% Shared 0% None 1%

Technology · as of Jun 30, 2026

FIRST FOUNDATION ADVISORS holds $6,267,567 across 3 Information Technology Services names. IBM ranks #2 (24.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BR	Broadridge Financial Solutions, Inc.	25,735	$3,524,408
2	IBM	International Business Machines Corp This page	5,462	$1,535,968
3	ACN	Accenture plc	9,701	$1,207,191

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,535,968	5,462	+8.3%	Shares	Defined	2026-08-14
2026-03-31	$1,222,856	5,045	+11.4%	Shares	Defined	2026-05-04
2025-12-31	$1,340,941	4,527	+0.5%	Shares	Defined	2026-02-04
2025-09-30	$1,270,848	4,504	+4.6%	Shares	Sole	2025-11-17
2025-06-30	$1,269,616	4,307	+27.5%	Shares	Defined	2025-08-14
2025-03-31	$839,724	3,377	+14.8%	Shares	Sole	2025-05-08
2024-12-31	$646,520	2,941	+2.6%	Shares	Sole	2025-02-13
2024-09-30	$633,615	2,866	+52.5%	Shares	Sole	2024-11-14
2024-06-30	$324,972	1,879	+1.0%	Shares	Sole	2024-08-06
2024-03-31	$355,185	1,860	-10.9%	Shares	Sole	2024-05-10
2023-12-31	$341,328	2,087	-56.3%	Shares	Sole	2024-02-14
2023-09-30	$670,212	4,777	-37.2%	Shares	Defined	2023-11-15
2023-06-30	$1,017,356	7,603	+8.2%	Shares	Defined	2023-08-14
2023-03-31	$921,037	7,026	+6.7%	Shares	Sole	2023-05-12
2022-12-31	$928,042	6,587	-1.6%	Shares	Sole	2023-02-14
2022-09-30	$794,957	6,691	-0.5%	Shares	Sole	2022-11-14
2022-06-30	$949,361	6,724	+0.6%	Shares	Sole	2022-08-12
2022-03-31	$868,923	6,683	+9.8%	Shares	Sole	2022-05-05
2021-12-31	$813,321	6,085	-1.8%	Shares	Sole	2022-02-14
2021-09-30	$860,949	6,197	+4.6%	Shares	Sole	2021-11-15
2021-06-30	$868,692	5,926	+10.0%	Shares	Sole	2021-08-13
2021-03-31	$718,138	5,389	-18.8%	Shares	Sole	2021-05-18
2020-12-31	$835,214	6,635	+4.7%	Shares	Sole	2021-02-16
2020-09-30	$771,266	6,339	-1.5%	Shares	Sole	2020-11-12
2020-06-30	$777,275	6,436	-41.5%	Shares	Sole	2020-08-14
2020-03-31	$1,220,007	10,998	—	Shares	Sole	2020-05-11
No filing history on record for this holder in this stock.