Benchmark Financial Wealth Advisors, LLC

Position in IBM — International Business Machines Corp

CIK 1757706 BOCA RATON, FL

Position in IBM

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

Position Value

$235,091

+$33,423 QoQ

Shares Held

836

+0.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

17 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Benchmark Financial Wealth Advisors, LLC holds $257,894 across 2 Information Technology Services names. IBM ranks #1 (91.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	IBM	International Business Machines Corp This page	836	$235,091
2	OPNW	OpenWorld, Inc.	3,714	$22,803

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$235,091	836	+0.5%	Shares	Sole	2026-07-17
2026-03-31	$201,668	832	+22.2%	Shares	Sole	2026-04-27
2025-12-31	$201,719	681	-20.2%	Shares	Sole	2026-01-27
2025-09-30	$240,682	853	+1.8%	Shares	Sole	2025-10-22
2025-06-30	$247,025	838	+2.7%	Shares	Sole	2025-08-05
2025-03-31	$202,906	816	-64.7%	Shares	Sole	2025-04-25
2022-09-30	$274,332	2,309	+4.3%	Shares	Sole	2022-11-01
2022-06-30	$312,594	2,214	+1.1%	Shares	Sole	2022-07-22
2022-03-31	$284,613	2,189	0.0%	Shares	Sole	2022-04-22
2021-12-31	$292,581	2,189	+0.6%	Shares	Sole	2022-01-26
2021-09-30	$302,311	2,176	-6.4%	Shares	Sole	2021-10-26
2021-06-30	$340,675	2,324	+0.0%	Shares	Sole	2021-07-26
2021-03-31	$309,562	2,323	-1.0%	Shares	Sole	2021-04-26
2020-12-31	$295,314	2,346	+0.1%	Shares	Sole	2021-01-20
2020-09-30	$285,194	2,344	+0.1%	Shares	Sole	2020-10-15
2020-06-30	$282,843	2,342	+1.2%	Shares	Sole	2020-07-21
2020-03-31	$256,802	2,315	—	Shares	Sole	2020-05-08
No filing history on record for this holder in this stock.