FLAGSHIP HARBOR ADVISORS, LLC

Position in IBM — International Business Machines Corp

CIK 1691766 BOSTON, MA

Position in IBM

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$3,715,908

+$808,925 QoQ

Shares Held

13,214

+10.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.45%

of 13F equity value

Holder Rank

#1,022

of 3,616 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

FLAGSHIP HARBOR ADVISORS, LLC holds $5,313,149 across 3 Information Technology Services names. IBM ranks #1 (69.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	IBM	International Business Machines Corp This page	13,214	$3,715,908
2	ACN	Accenture plc	8,675	$1,079,517
3	APLD	Applied Digital Corp.	13,880	$517,724

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,715,908	13,214	+10.2%	Shares	Sole	2026-07-22
2026-03-31	$2,906,983	11,993	-2.7%	Shares	Sole	2026-04-28
2025-12-31	$3,651,973	12,329	-6.8%	Shares	Sole	2026-01-21
2025-09-30	$3,731,566	13,225	+31.7%	Shares	Sole	2025-11-05
2025-06-30	$2,960,180	10,042	-4.8%	Shares	Sole	2025-08-04
2025-03-31	$2,621,871	10,544	+2.9%	Shares	Sole	2025-04-22
2024-12-31	$2,253,037	10,249	+3.8%	Shares	Sole	2025-01-21
2024-09-30	$2,183,386	9,876	-2.7%	Shares	Sole	2024-10-21
2024-06-30	$1,755,442	10,150	-0.5%	Shares	Sole	2025-12-02
2024-03-31	$1,947,982	10,201	+6.2%	Shares	Sole	2024-04-16
2023-12-31	$1,571,061	9,606	+20.8%	Shares	Sole	2024-01-10
2023-09-30	$1,115,665	7,952	-7.9%	Shares	Sole	2023-10-17
2023-06-30	$1,155,583	8,636	-3.2%	Shares	Sole	2023-07-11
2023-03-31	$1,169,322	8,920	+0.2%	Shares	Sole	2023-04-12
2022-12-31	$1,254,484	8,904	+0.7%	Shares	Sole	2023-01-13
2022-09-30	$1,050,042	8,838	-0.3%	Shares	Sole	2022-10-13
2022-06-30	$1,251,084	8,861	-4.8%	Shares	Sole	2022-07-13
2022-03-31	$1,209,836	9,305	+14.6%	Shares	Sole	2022-04-13
2021-12-31	$1,085,452	8,121	-5.2%	Shares	Sole	2022-02-17
2021-09-30	$1,190,074	8,566	0.0%	Shares	Sole	2021-11-01
2021-06-30	$1,255,689	8,566	-5.9%	Shares	Sole	2021-07-26
2021-03-31	$1,213,465	9,106	-13.3%	Shares	Sole	2021-05-03
2020-12-31	$1,322,621	10,507	-15.8%	Shares	Sole	2021-02-08
2020-09-30	$1,517,468	12,472	-7.4%	Shares	Sole	2020-10-13
2020-06-30	$1,627,134	13,473	+4.4%	Shares	Sole	2020-07-31
2020-03-31	$1,431,218	12,902	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.