SOA Wealth Advisors, LLC.
Position in IBM — International Business Machines Corp
CIK 1849444
NEW YORK, NY
Position in IBM
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$1,308,188
+$427,828 QoQ
Shares Held
4,652
+28.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#1,691
of 3,616 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in IBM Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026SOA Wealth Advisors, LLC. holds $1,429,489 across 7 Information Technology Services names. IBM ranks #1 (91.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
This page
|
4,652 | $1,308,188 | |
| 2 | ACN |
Accenture plc
|
512 | $63,713 | |
| 3 | APLD |
Applied Digital Corp.
|
1,000 | $37,300 | |
| 4 | EXLS |
ExlService Holdings, Inc.
|
350 | $9,051 | |
| 5 | LDOS |
Leidos Holdings, Inc.
|
76 | $7,825 | |
| 6 | KD |
Kyndryl Holdings, Inc.
|
231 | $2,612 | |
| 7 | VYX |
NCR Voyix Corp
|
98 | $800 |
All Filings in IBM
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,308,188 | 4,652 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $880,360 | 3,632 | Shares | Sole | 2026-05-20 | |
| 2025-12-31 | $1,071,095 | 3,616 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $1,035,809 | 3,671 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $1,039,394 | 3,526 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $745,731 | 2,999 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $646,080 | 2,939 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $694,191 | 3,140 | Shares | Sole | 2024-11-20 | |
| 2024-06-30 | $519,022 | 3,001 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $515,782 | 2,701 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $440,603 | 2,694 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $376,424 | 2,683 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $326,094 | 2,437 | Shares | Sole | 2023-07-07 | |
| 2023-03-31 | $318,155 | 2,427 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $372,935 | 2,647 | Shares | Sole | 2023-01-10 | |
| 2022-09-30 | $314,965 | 2,651 | Shares | Sole | 2022-10-07 | |
| 2022-06-30 | $372,459 | 2,638 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $346,633 | 2,666 | Shares | Sole | 2022-04-07 | |
| 2021-12-31 | $300,334 | 2,247 | Shares | Sole | 2022-01-13 | |
| 2021-09-30 | $366,636 | 2,639 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $383,772 | 2,618 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $302,899 | 2,273 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $311,301 | 2,473 | Shares | Sole | 2021-03-10 | |
| No filing history on record for this holder in this stock. | ||||||