Golden State Wealth Management, LLC

Position in IBM — International Business Machines Corp

CIK 1776033 SANTA ANA, CA

Position in IBM

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

Position Value

$482,556

+$128,909 QoQ

Shares Held

1,716

+17.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#2,516

of 3,554 holders

Holding Since

Mar 2020

12 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Golden State Wealth Management, LLC holds $651,092 across 15 Information Technology Services names. IBM ranks #1 (74.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	IBM	International Business Machines Corp This page	1,716	$482,556
2	LDOS	Leidos Holdings, Inc.	549	$56,530
3	CHRN	ChronoScale Holdings Corp	1,299	$28,863
4	ACN	Accenture plc	210	$26,132
5	APLD	Applied Digital Corp.	395	$14,733
6	INFY	Infosys Ltd	1,000	$10,490
7	CDW	CDW Corp	56	$7,875
8	CTSH	Cognizant Technology Solutions Corp	201	$7,784

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$482,556	1,716	+17.6%	Shares	Sole	2026-07-22
2026-03-31	$353,647	1,459	-4.5%	Shares	Sole	2026-04-28
2025-12-31	$452,608	1,528	-4.3%	Shares	Sole	2026-02-13
2025-09-30	$450,327	1,596	+0.1%	Shares	Sole	2025-11-03
2025-06-30	$469,879	1,594	+5.5%	Shares	Sole	2025-08-06
2025-03-31	$375,725	1,511	-10.2%	Shares	Sole	2025-04-24
2024-12-31	$369,754	1,682	+19.9%	Shares	Sole	2025-01-28
2021-06-30	$205,665	1,403	-30.5%	Shares	Sole	2021-08-12
2020-12-31	$254,277	2,020	-26.4%	Shares	Sole	2021-01-28
2020-09-30	$333,984	2,745	-7.5%	Shares	Sole	2020-11-12
2020-06-30	$358,445	2,968	+46.9%	Shares	Sole	2020-08-13
2020-03-31	$224,189	2,021	—	Shares	Sole	2020-04-17
No filing history on record for this holder in this stock.