Sound View Wealth Advisors Group, LLC

Position in IBM — International Business Machines Corp

CIK 1784777 SAVANNAH, GA

Position in IBM

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$8,693,607

+$1,164,489 QoQ

Shares Held

30,915

-0.5% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.93%

of 13F equity value

Holder Rank

#634

of 3,611 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 88% Shared 0% None 12%

Technology · as of Jun 30, 2026

Sound View Wealth Advisors Group, LLC holds $10,045,172 across 4 Information Technology Services names. IBM ranks #1 (86.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	IBM	International Business Machines Corp This page	30,915	$8,693,607
2	ACN	Accenture plc	8,524	$1,060,726
3	BR	Broadridge Financial Solutions, Inc.	1,473	$201,727
4	PONY	Pony AI Inc.	12,822	$89,112

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$8,693,607	30,915	-0.5%	Shares	Sole	2026-08-11
2026-03-31	$7,529,118	31,062	-0.7%	Shares	Sole	2026-05-06
2025-12-31	$9,261,301	31,266	-1.8%	Shares	Sole	2026-01-08
2025-09-30	$8,983,692	31,839	+2.4%	Shares	Sole	2025-11-10
2025-06-30	$9,162,351	31,082	-1.5%	Shares	Sole	2025-08-07
2025-03-31	$7,847,958	31,561	-0.9%	Shares	Sole	2025-05-08
2024-12-31	$7,001,365	31,849	+3.4%	Shares	Sole	2025-02-07
2024-09-30	$6,807,495	30,792	+15.2%	Shares	Sole	2024-11-12
2024-06-30	$4,624,337	26,738	+1.7%	Shares	Sole	2024-08-05
2024-03-31	$5,020,338	26,290	-0.5%	Shares	Sole	2024-05-09
2023-12-31	$4,321,972	26,426	+44.4%	Shares	Sole	2024-02-08
2023-09-30	$2,567,910	18,303	+4.6%	Shares	Sole	2023-11-07
2023-06-30	$2,340,470	17,491	+5.6%	Shares	Sole	2023-08-08
2023-03-31	$2,172,292	16,571	-37.3%	Shares	Sole	2023-05-12
2022-12-31	$3,723,159	26,426	+110.6%	Shares	Sole	2024-02-13
2022-09-30	$1,491,065	12,550	-1.2%	Shares	Sole	2022-11-08
2022-06-30	$1,793,960	12,706	-2.7%	Shares	Sole	2022-08-05
2022-03-31	$1,698,711	13,065	+0.4%	Shares	Sole	2022-05-11
2021-12-31	$1,738,515	13,007	+5.9%	Shares	Sole	2022-01-20
2021-09-30	$1,706,060	12,280	-27.9%	Shares	Sole	2021-10-21
2021-06-30	$2,495,841	17,026	+3.9%	Shares	Sole	2021-07-21
2021-03-31	$2,183,731	16,387	+7.8%	Shares	Sole	2021-04-28
2020-12-31	$1,912,998	15,197	-34.0%	Shares	Sole	2021-02-02
2020-09-30	$2,800,843	23,020	+3.0%	Shares	Sole	2020-11-09
2020-06-30	$2,697,881	22,339	+7.0%	Shares	Sole	2020-08-07
2020-03-31	$2,316,217	20,880	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.