Affinity Capital Advisors, LLC

Position in IBM — International Business Machines Corp

CIK 1810023 BERKELEY, CA

Position in IBM

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$631,035

+$81,537 QoQ

Shares Held

2,244

-1.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.39%

of 13F equity value

Holder Rank

#2,321

of 3,616 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Affinity Capital Advisors, LLC holds $658,917 across 2 Information Technology Services names. IBM ranks #1 (95.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	IBM	International Business Machines Corp This page	2,244	$631,035
2	WIT	Wipro Ltd	12,392	$27,882

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$631,035	2,244	-1.0%	Shares	Sole	2026-07-08
2026-03-31	$549,498	2,267	-7.1%	Shares	Sole	2026-04-13
2025-12-31	$722,752	2,440	+15.3%	Shares	Sole	2026-01-09
2025-09-30	$597,332	2,117	-5.2%	Shares	Sole	2025-10-09
2025-06-30	$657,948	2,232	+10.1%	Shares	Sole	2025-07-09
2025-03-31	$504,282	2,028	-1.4%	Shares	Sole	2025-04-17
2024-12-31	$451,970	2,056	-2.3%	Shares	Sole	2025-01-14
2024-09-30	$465,373	2,105	-3.9%	Shares	Sole	2024-10-07
2024-06-30	$378,933	2,191	-2.5%	Shares	Sole	2024-08-14
2024-03-31	$429,087	2,247	+0.1%	Shares	Sole	2024-04-12
2023-12-31	$367,169	2,245	+0.3%	Shares	Sole	2024-01-11
2023-09-30	$313,991	2,238	-0.3%	Shares	Sole	2023-10-11
2023-06-30	$300,403	2,245	-3.5%	Shares	Sole	2023-07-14
2023-03-31	$305,046	2,327	-4.0%	Shares	Sole	2023-04-11
2022-12-31	$341,376	2,423	+0.1%	Shares	Sole	2023-01-19
2022-09-30	$287,520	2,420	+23.7%	Shares	Sole	2022-10-12
2022-06-30	$276,308	1,957	+0.2%	Shares	Sole	2022-07-11
2022-03-31	$253,929	1,953	+4.0%	Shares	Sole	2022-04-19
2021-12-31	$251,013	1,878	—	Shares	Sole	2022-01-31
No filing history on record for this holder in this stock.