Patriot Financial Group Insurance Agency, LLC

Insurance

Position in IBM — International Business Machines Corp

CIK 1694883 Westborough, MA

Back to IBM Full portfolio

Position in IBM

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$1,346,433

-$1,110,916 QoQ

Shares Held

4,788

-52.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.29%

of 13F equity value

Holder Rank

#1,663

of 3,616 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Common Shares in IBM Over Time

Shares Held

Position Value (USD)

Derivatives in IBM

reported options exposure · as of Jun 30, 2024

CallValue

$34,590

CallShares

200

PutValue

PutShares

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Information Technology Services

Technology · as of Jun 30, 2026

Patriot Financial Group Insurance Agency, LLC holds $2,736,416 across 3 Information Technology Services names. IBM ranks #1 (49.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	IBM	International Business Machines Corp This page	4,788	$1,346,433
2	FIS	Fidelity National Information Services, Inc.	25,187	$979,270
3	BR	Broadridge Financial Solutions, Inc.	2,999	$410,713

All Filings in IBM

Export CSV

27 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,346,433	4,788	-52.8%	Shares	Sole	2026-07-16
2026-03-31	$2,457,349	10,138	+124.5%	Shares	Sole	2026-04-22
2025-12-31	$1,337,684	4,516	+2.7%	Shares	Sole	2026-01-26
2025-09-30	$1,240,657	4,397	-2.5%	Shares	Sole	2025-10-08
2025-06-30	$1,329,752	4,511	+0.5%	Shares	Sole	2025-07-21
2025-03-31	$1,115,737	4,487	+9.7%	Shares	Sole	2025-04-14
2024-12-31	$898,884	4,089	-0.8%	Shares	Sole	2025-01-22
2024-09-30	$911,291	4,122	-2.5%	Shares	Sole	2024-10-24
2024-06-30	$34,590	200	-98.5%	Call	Sole	2024-07-26
2024-06-30	$731,405	4,229	+1.7%	Shares	Sole	2024-07-26
2024-03-31	$794,011	4,158	+1.3%	Shares	Sole	2024-04-30
2023-12-31	$671,209	4,104	+0.3%	Shares	Sole	2024-01-19
2023-09-30	$573,967	4,091	+4.0%	Shares	Sole	2023-10-19
2023-06-30	$180,644	13,500	—	Call	Sole	2023-07-17
2023-06-30	$526,274	3,933	+45.2%	Shares	Sole	2023-07-17
2023-03-31	$354,991	2,708	+86.6%	Shares	Sole	2023-04-20
2022-12-31	$204,431	1,451	+1.3%	Shares	Sole	2023-01-17
2022-06-30	$202,325	1,433	-20.7%	Shares	Sole	2022-07-29
2022-03-31	$234,816	1,806	-51.8%	Shares	Sole	2022-05-11
2021-12-31	$500,957	3,748	-48.4%	Shares	Sole	2022-01-10
2021-09-30	$1,009,048	7,263	+9.6%	Shares	Sole	2021-11-24
2021-06-30	$971,598	6,628	+7.6%	Shares	Sole	2021-07-30
2021-03-31	$820,481	6,157	+5.1%	Shares	Sole	2021-04-29
2020-12-31	$737,405	5,858	+62.5%	Shares	Sole	2021-01-15
2020-09-30	$438,498	3,604	+4.6%	Shares	Sole	2020-10-21
2020-06-30	$416,173	3,446	+2.9%	Shares	Sole	2020-07-10
2020-03-31	$371,393	3,348	—	Shares	Sole	2020-04-15
No filing history on record for this holder in this stock.