TRANSCEND CAPITAL ADVISORS, LLC

Position in IBM — International Business Machines Corp

CIK 1776082 MADISON, NJ

Position in IBM

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$17,467,359

+$3,278,818 QoQ

Shares Held

62,115

+6.1% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

1.61%

of 13F equity value

Holder Rank

#433

of 3,626 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

TRANSCEND CAPITAL ADVISORS, LLC holds $18,802,828 across 5 Information Technology Services names. IBM ranks #1 (92.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	IBM	International Business Machines Corp This page	62,115	$17,467,359
2	IT	Gartner Inc	4,174	$541,033
3	ACN	Accenture plc	2,957	$367,969
4	CDW	CDW Corp	1,752	$246,401
5	KD	Kyndryl Holdings, Inc.	15,921	$180,066

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$17,467,359	62,115	+6.1%	Shares	Sole	2026-08-04
2026-03-31	$14,188,541	58,536	-0.2%	Shares	Sole	2026-05-13
2025-12-31	$17,365,607	58,626	-3.6%	Shares	Sole	2026-01-23
2025-09-30	$17,158,996	60,813	+0.2%	Shares	Sole	2025-11-04
2025-06-30	$17,882,828	60,665	-8.0%	Shares	Sole	2025-08-01
2025-03-31	$16,397,137	65,942	-0.7%	Shares	Sole	2025-04-24
2024-12-31	$14,597,811	66,405	-0.2%	Shares	Sole	2025-02-03
2024-09-30	$14,714,200	66,556	-0.9%	Shares	Sole	2024-10-15
2024-06-30	$11,620,510	67,190	+7.2%	Shares	Sole	2024-07-02
2024-03-31	$11,964,025	62,652	+9.8%	Shares	Sole	2024-05-03
2023-12-31	$9,331,508	57,056	-0.6%	Shares	Sole	2024-02-05
2023-09-30	$8,050,975	57,384	-2.2%	Shares	Sole	2023-10-31
2023-06-30	$7,847,287	58,645	-3.1%	Shares	Sole	2023-07-13
2023-03-31	$7,937,761	60,552	-1.1%	Shares	Sole	2023-04-12
2022-12-31	$8,621,904	61,196	-0.9%	Shares	Sole	2023-01-20
2022-09-30	$7,335,448	61,741	-5.8%	Shares	Sole	2022-10-17
2022-06-30	$9,258,110	65,572	+2.1%	Shares	Sole	2022-07-12
2022-03-31	$8,353,134	64,245	+301.1%	Shares	Sole	2022-04-20
2021-12-31	$2,140,832	16,017	-3.6%	Shares	Sole	2022-01-20
2021-09-30	$2,308,044	16,613	+36.9%	Shares	Sole	2021-11-04
2021-06-30	$1,779,016	12,136	+77.1%	Shares	Sole	2021-08-13
2021-03-31	$913,230	6,853	+19.3%	Shares	Sole	2021-05-12
2020-12-31	$722,929	5,743	+41.0%	Shares	Sole	2021-02-12
2020-09-30	$495,561	4,073	+64.1%	Shares	Defined	2020-11-13
2020-03-31	$275,328	2,482	—	Shares	Defined	2020-05-08
No filing history on record for this holder in this stock.