Bay Harbor Wealth Management, LLC

Position in IBM — International Business Machines Corp

CIK 1767989 Hunt Valley, MD

Position in IBM

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$170,694

+$150,576 QoQ

Shares Held

607

+631.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.76%

of 13F equity value

Holder Rank

#3,389

of 3,616 holders

Holding Since

Mar 2020

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Bay Harbor Wealth Management, LLC holds $226,724 across 17 Information Technology Services names. IBM ranks #1 (75.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	IBM	International Business Machines Corp This page	607	$170,694
2	ACN	Accenture plc	370	$46,042
3	LDOS	Leidos Holdings, Inc.	22	$2,265
4	CTSH	Cognizant Technology Solutions Corp	36	$1,394
5	SAIC	Science Applications International Corp	11	$1,214
6	CDW	CDW Corp	8	$1,125
7	JKHY	Jack Henry & Associates Inc	7	$964
8	PSN	Parsons Corp	15	$785

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$170,694	607	+631.3%	Shares	Other	2026-07-28
2026-03-31	$20,118	83	+12.2%	Shares	Other	2026-04-14
2025-12-31	$21,919	74	+64.4%	Shares	Other	2026-02-02
2025-09-30	$12,697	45	+12.5%	Shares	Other	2025-10-09
2025-06-30	$11,791	40	+100.0%	Shares	Sole	2025-07-22
2025-03-31	$4,973	20	+53.8%	Shares	Sole	2025-05-12
2021-09-30	$1,806	13	-86.5%	Shares	Other	2021-11-24
2021-06-30	$14,072	96	-62.1%	Shares	Other	2021-07-28
2021-03-31	$33,714	253	-44.4%	Shares	Other	2021-05-05
2020-12-31	$57,275	455	-44.4%	Shares	Other	2021-02-09
2020-09-30	$99,526	818	-32.2%	Shares	Other	2020-10-27
2020-06-30	$145,648	1,206	+2312.0%	Shares	Other	2020-07-16
2020-03-31	$5,546	50	—	Shares	Sole	2020-05-20
No filing history on record for this holder in this stock.