KINGSWOOD WEALTH ADVISORS, LLC

Position in IBM — International Business Machines Corp

CIK 1987855 SAN DIEGO, CA

Position in IBM

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$6,339,879

+$890,225 QoQ

Shares Held

22,545

+0.3% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.49%

of 13F equity value

Holder Rank

#771

of 3,616 holders

Holding Since

Jun 2023

13 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

KINGSWOOD WEALTH ADVISORS, LLC holds $8,388,574 across 6 Information Technology Services names. IBM ranks #1 (75.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	IBM	International Business Machines Corp This page	22,545	$6,339,879
2	APLD	Applied Digital Corp.	16,166	$602,991
3	FIS	Fidelity National Information Services, Inc.	13,974	$543,309
4	CIFR	Cipher Digital Inc.	21,850	$535,325
5	BR	Broadridge Financial Solutions, Inc.	2,355	$322,517
6	BBAI	BigBear.ai Holdings, Inc.	12,140	$44,553

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,339,879	22,545	+0.3%	Shares	Sole	2026-07-27
2026-03-31	$5,449,654	22,483	-0.1%	Shares	Sole	2026-04-28
2025-12-31	$6,667,390	22,509	+18.5%	Shares	Sole	2026-01-28
2025-09-30	$5,357,654	18,988	+9.2%	Shares	Sole	2025-10-23
2025-06-30	$5,125,634	17,388	-0.5%	Shares	Sole	2025-07-23
2025-03-31	$4,346,079	17,478	+1.4%	Shares	Sole	2025-07-25
2024-12-31	$3,788,770	17,235	+11.2%	Shares	Sole	2025-01-22
2024-09-30	$3,425,855	15,496	+41.6%	Shares	Sole	2024-10-21
2024-06-30	$1,893,283	10,947	+9.6%	Shares	Sole	2024-07-09
2024-03-31	$1,908,072	9,992	-24.4%	Shares	Sole	2024-04-15
2023-12-31	$2,161,967	13,219	+87.4%	Shares	Sole	2024-01-16
2023-09-30	$989,535	7,053	+136.6%	Shares	Sole	2023-10-24
2023-06-30	$398,887	2,981	—	Shares	Sole	2023-08-09
No filing history on record for this holder in this stock.