KELLEHER FINANCIAL ADVISORS

Position in IBM — International Business Machines Corp

CIK 1507971 NEW YORK, NY

Position in IBM

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$1,867,234

+$1,172,788 QoQ

Shares Held

6,640

+131.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.51%

of 13F equity value

Holder Rank

#1,437

of 3,611 holders

Holding Since

Jun 2021

12 quarters on record

Technology · as of Jun 30, 2026

KELLEHER FINANCIAL ADVISORS holds $3,293,611 across 10 Information Technology Services names. IBM ranks #1 (56.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	IBM	International Business Machines Corp This page	6,640	$1,867,234
2	BR	Broadridge Financial Solutions, Inc.	8,835	$1,209,952
3	ACN	Accenture plc	1,253	$155,923
4	LDOS	Leidos Holdings, Inc.	276	$28,419
5	CTSH	Cognizant Technology Solutions Corp	510	$19,752
6	GIB	Cgi Inc	77	$4,971
7	KD	Kyndryl Holdings, Inc.	348	$3,935
8	INGM	Ingram Micro Holding Corp	49	$1,344

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,867,234	6,640	+131.8%	Shares	Sole	2026-08-06
2026-03-31	$694,446	2,865	0.0%	Shares	Sole	2026-05-08
2025-12-31	$848,641	2,865	+2.3%	Shares	Sole	2026-01-20
2025-09-30	$790,047	2,800	0.0%	Shares	Sole	2025-11-14
2025-06-30	$825,384	2,800	+12.0%	Shares	Sole	2025-08-08
2025-03-31	$621,650	2,500	+78.4%	Shares	Sole	2025-05-14
2024-12-31	$307,981	1,401	+10.1%	Shares	Sole	2025-01-17
2024-09-30	$281,434	1,273	-40.6%	Shares	Sole	2024-11-08
2024-03-31	$409,418	2,144	-19.6%	Shares	Sole	2024-05-09
2021-12-31	$356,471	2,667	-66.5%	Shares	Sole	2022-02-15
2021-09-30	$1,106,855	7,967	+29.2%	Shares	Sole	2021-11-15
2021-06-30	$904,020	6,167	—	Shares	Sole	2021-08-16
No filing history on record for this holder in this stock.