Coastal Bridge Advisors, LLC

Position in IBM — International Business Machines Corp

CIK 1665976 WESTPORT, CT

Position in IBM

as of Jun 30, 2026 · filed Aug 17, 2026 Compact

Position Value

$3,881,260

+$567,062 QoQ

Shares Held

13,802

+0.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.37%

of 13F equity value

Holder Rank

#997

of 3,615 holders

Holding Since

Mar 2020

22 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Coastal Bridge Advisors, LLC holds $5,031,974 across 4 Information Technology Services names. IBM ranks #1 (77.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	IBM	International Business Machines Corp This page	13,802	$3,881,260
2	BR	Broadridge Financial Solutions, Inc.	3,970	$543,691
3	JKHY	Jack Henry & Associates Inc	2,879	$396,553
4	LDOS	Leidos Holdings, Inc.	2,044	$210,470

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,881,260	13,802	+0.9%	Shares	Sole	2026-08-17
2026-03-31	$3,314,198	13,673	+0.3%	Shares	Sole	2026-05-14
2025-12-31	$4,037,046	13,629	+10.4%	Shares	Sole	2026-02-18
2025-09-30	$3,483,547	12,346	-1.4%	Shares	Sole	2025-11-03
2025-06-30	$3,689,466	12,516	+2.4%	Shares	Sole	2025-08-14
2025-03-31	$3,038,376	12,219	+115.7%	Shares	Sole	2025-08-25
2024-12-31	$1,245,336	5,665	-1.5%	Shares	Sole	2025-02-14
2024-09-30	$1,271,210	5,750	+0.3%	Shares	Sole	2024-11-14
2024-06-30	$991,349	5,732	+0.4%	Shares	Sole	2024-08-16
2024-03-31	$1,090,763	5,712	+2.1%	Shares	Sole	2024-05-15
2023-12-31	$915,062	5,595	+0.4%	Shares	Sole	2024-02-15
2023-09-30	$782,032	5,574	+2.2%	Shares	Sole	2023-11-14
2023-03-31	$714,702	5,452	+0.5%	Shares	Sole	2023-05-15
2022-12-31	$764,610	5,427	+1.3%	Shares	Sole	2023-02-08
2022-09-30	$636,227	5,355	+0.9%	Shares	Sole	2022-11-15
2022-03-31	$690,146	5,308	+1.4%	Shares	Sole	2022-05-13
2021-06-30	$767,691	5,237	+28.2%	Shares	Sole	2021-08-10
2021-03-31	$544,233	4,084	+6.6%	Shares	Sole	2021-05-17
2020-12-31	$482,246	3,831	-38.2%	Shares	Sole	2021-02-16
2020-09-30	$754,110	6,198	+2.7%	Shares	Sole	2020-11-13
2020-06-30	$728,967	6,036	+0.5%	Shares	Sole	2020-08-11
2020-03-31	$666,023	6,004	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.