FLAGSHIP WEALTH ADVISORS, LLC

Position in IBM — International Business Machines Corp

CIK 2036117 WAKEFIELD, MA

Position in IBM

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

Position Value

$776,702

+$192,300 QoQ

Shares Held

2,762

+14.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.57%

of 13F equity value

Holder Rank

#2,130

of 3,616 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

FLAGSHIP WEALTH ADVISORS, LLC holds $793,960 across 4 Information Technology Services names. IBM ranks #1 (97.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	IBM	International Business Machines Corp This page	2,762	$776,702
2	BR	Broadridge Financial Solutions, Inc.	100	$13,695
3	ACN	Accenture plc	25	$3,111
4	KD	Kyndryl Holdings, Inc.	40	$452

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$776,702	2,762	+14.6%	Shares	Sole	2026-07-27
2026-03-31	$584,402	2,411	-12.1%	Shares	Sole	2026-06-01
2025-12-31	$812,504	2,743	+8.1%	Shares	Sole	2026-02-11
2025-09-30	$716,122	2,538	+5.2%	Shares	Sole	2025-10-30
2025-06-30	$711,009	2,412	+6.9%	Shares	Sole	2025-08-07
2025-03-31	$561,225	2,257	-0.1%	Shares	Sole	2025-05-12
2024-12-31	$496,815	2,260	—	Shares	Sole	2025-02-10
No filing history on record for this holder in this stock.