Soltis Investment Advisors LLC

Position in IBM — International Business Machines Corp

CIK 1802530 ST. GEORGE, UT

Position in IBM

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$2,275,551

+$533,252 QoQ

Shares Held

8,092

+12.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.19%

of 13F equity value

Holder Rank

#1,317

of 3,626 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 71% Shared 0% None 29%

Technology · as of Jun 30, 2026

Soltis Investment Advisors LLC holds $9,002,365 across 3 Information Technology Services names. IBM ranks #2 (25.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ACN	Accenture plc	51,866	$6,454,205
2	IBM	International Business Machines Corp This page	8,092	$2,275,551
3	KEEL	Keel Infrastructure Corp.	47,493	$272,609

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,275,551	8,092	+12.6%	Shares	Sole	2026-07-31
2026-03-31	$1,742,299	7,188	+25.7%	Shares	Sole	2026-04-27
2025-12-31	$1,693,432	5,717	-17.8%	Shares	Sole	2026-04-02
2025-09-30	$1,962,140	6,954	+34.6%	Shares	Sole	2025-11-12
2025-06-30	$1,522,538	5,165	+42.6%	Shares	Sole	2025-08-06
2025-03-31	$900,397	3,621	-2.2%	Shares	Sole	2025-05-13
2024-12-31	$814,250	3,704	+19.9%	Shares	Sole	2025-01-29
2024-09-30	$683,137	3,090	-9.6%	Shares	Sole	2025-01-03
2024-06-30	$591,489	3,420	+2.8%	Shares	Sole	2024-08-12
2024-03-31	$635,323	3,327	-15.4%	Shares	Sole	2024-05-29
2023-12-31	$643,405	3,934	-88.0%	Shares	Sole	2024-01-26
2023-09-30	$4,592,159	32,731	-34.8%	Shares	Sole	2023-11-08
2023-06-30	$6,716,860	50,197	+18.5%	Shares	Sole	2023-08-09
2023-03-31	$5,552,579	42,357	+11.6%	Shares	Sole	2023-05-03
2022-12-31	$5,348,747	37,964	-12.8%	Shares	Sole	2023-02-09
2022-09-30	$5,170,373	43,518	+28.3%	Shares	Sole	2022-11-14
2022-06-30	$4,787,470	33,908	+25.2%	Shares	Sole	2022-08-11
2022-03-31	$3,520,941	27,080	+26.2%	Shares	Sole	2022-05-06
2021-12-31	$2,867,407	21,453	+48.5%	Shares	Sole	2022-02-09
2021-09-30	$2,007,122	14,447	+4.1%	Shares	Sole	2021-11-09
2021-06-30	$2,033,936	13,875	+12.9%	Shares	Sole	2021-08-04
2021-03-31	$1,637,232	12,286	+25.0%	Shares	Sole	2021-05-11
2020-12-31	$1,237,274	9,829	+66.4%	Shares	Sole	2021-02-10
2020-09-30	$718,704	5,907	+12.2%	Shares	Sole	2020-10-28
2020-06-30	$635,733	5,264	+32.4%	Shares	Sole	2020-08-12
2020-03-31	$441,057	3,976	—	Shares	Sole	2020-05-07
No filing history on record for this holder in this stock.