Confluence Wealth Services, Inc.

Position in IBM — International Business Machines Corp

CIK 1910411 MCMURRAY, PA

Position in IBM

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$5,558,959

+$1,617,940 QoQ

Shares Held

19,768

+21.6% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.70%

of 13F equity value

Holder Rank

#829

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

Confluence Wealth Services, Inc. holds $7,230,013 across 4 Information Technology Services names. IBM ranks #1 (76.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	IBM	International Business Machines Corp This page	19,768	$5,558,959
2	ACN	Accenture plc	7,665	$953,832
3	BR	Broadridge Financial Solutions, Inc.	3,539	$484,666
4	CACI	Caci International Inc /De/	502	$232,556

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,558,959	19,768	+21.6%	Shares	Sole	2026-07-22
2026-03-31	$3,941,019	16,259	+5.0%	Shares	Sole	2026-05-07
2025-12-31	$4,588,292	15,490	-8.9%	Shares	Sole	2026-01-28
2025-09-30	$4,797,566	17,003	+16.1%	Shares	Sole	2025-10-28
2025-06-30	$4,317,053	14,645	-0.4%	Shares	Sole	2025-07-22
2025-03-31	$3,656,047	14,703	-0.3%	Shares	Sole	2025-04-24
2024-12-31	$3,241,173	14,744	-1.7%	Shares	Sole	2025-01-27
2024-09-30	$3,315,094	14,995	-4.4%	Shares	Sole	2024-10-29
2024-06-30	$2,711,683	15,679	+18.5%	Shares	Sole	2024-07-31
2024-03-31	$2,526,018	13,228	-4.0%	Shares	Sole	2024-04-22
2023-12-31	$2,253,555	13,779	-0.3%	Shares	Sole	2024-01-25
2023-09-30	$1,939,086	13,821	+3.2%	Shares	Sole	2023-11-01
2023-06-30	$1,791,983	13,392	-1.6%	Shares	Sole	2023-08-01
2023-03-31	$1,783,610	13,606	+1.5%	Shares	Sole	2023-05-12
2022-12-31	$1,888,348	13,403	+21.3%	Shares	Sole	2023-02-10
2022-09-30	$1,312,731	11,049	-18.6%	Shares	Sole	2022-11-08
2022-06-30	$1,917,360	13,580	+13.2%	Shares	Sole	2022-08-15
2022-03-31	$1,559,719	11,996	-0.3%	Shares	Sole	2022-04-26
2021-12-31	$1,608,330	12,033	—	Shares	Sole	2022-02-10
No filing history on record for this holder in this stock.