Fortis Group Advisors, LLC

Position in IBM — International Business Machines Corp

CIK 1815183 WESTWOOD, NJ

Position in IBM

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$2,669,526

+$281,016 QoQ

Shares Held

9,493

-3.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.17%

of 13F equity value

Holder Rank

#1,200

of 3,611 holders

Holding Since

Sep 2020

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Fortis Group Advisors, LLC holds $2,968,083 across 8 Information Technology Services names. IBM ranks #1 (89.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	IBM	International Business Machines Corp This page	9,493	$2,669,526
2	BBAI	BigBear.ai Holdings, Inc.	76,597	$281,110
3	KD	Kyndryl Holdings, Inc.	689	$7,792
4	BR	Broadridge Financial Solutions, Inc.	53	$7,258
5	JKHY	Jack Henry & Associates Inc	8	$1,101
6	VYX	NCR Voyix Corp	126	$1,029
7	DXC	DXC Technology Co	27	$238
8	CNDT	CONDUENT Inc	20	$29

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,669,526	9,493	-3.7%	Shares	Sole	2026-07-24
2026-03-31	$2,388,510	9,854	+12.5%	Shares	Sole	2026-05-08
2025-12-31	$2,593,614	8,756	+0.8%	Shares	Sole	2026-02-06
2025-09-30	$2,451,405	8,688	+0.3%	Shares	Sole	2025-11-07
2025-06-30	$2,553,973	8,664	-0.4%	Shares	Sole	2025-08-08
2025-03-31	$2,163,092	8,699	-1.1%	Shares	Sole	2025-05-02
2024-12-31	$1,933,403	8,795	+0.3%	Shares	Sole	2025-01-31
2024-09-30	$1,937,765	8,765	+0.2%	Shares	Sole	2024-10-21
2024-06-30	$1,513,138	8,749	+0.2%	Shares	Sole	2024-07-30
2024-03-31	$1,666,889	8,729	-31.1%	Shares	Sole	2024-04-30
2023-12-31	$2,072,664	12,673	+46.5%	Shares	Sole	2024-03-04
2023-09-30	$1,213,447	8,649	+85.2%	Shares	Sole	2023-12-01
2023-06-30	$624,758	4,669	+1.0%	Shares	Sole	2023-07-18
2023-03-31	$606,291	4,625	-42.7%	Shares	Sole	2023-05-26
2020-09-30	$982,119	8,072	—	Shares	Sole	2020-11-17
No filing history on record for this holder in this stock.