NWF Advisory Services Inc.

Position in IBM — International Business Machines Corp

CIK 2045735 Los Angeles, CA

Position in IBM

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$1,451,324

+$909,583 QoQ

Shares Held

5,161

+130.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.26%

of 13F equity value

Holder Rank

#1,602

of 3,616 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

NWF Advisory Services Inc. holds $1,960,096 across 2 Information Technology Services names. IBM ranks #1 (74.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	IBM	International Business Machines Corp This page	5,161	$1,451,324
2	APLD	Applied Digital Corp.	13,640	$508,772

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,451,324	5,161	+130.9%	Shares	Sole	2026-07-29
2026-03-31	$541,741	2,235	-13.7%	Shares	Sole	2026-05-04
2025-12-31	$766,887	2,589	-1.3%	Shares	Sole	2026-03-03
2025-09-30	$740,105	2,623	-11.4%	Shares	Sole	2025-10-31
2025-06-30	$872,548	2,960	-0.5%	Shares	Sole	2025-09-09
2025-03-31	$739,514	2,974	+31.9%	Shares	Sole	2025-08-12
2024-12-31	$495,496	2,254	+26.0%	Shares	Sole	2025-05-14
2024-09-30	$395,512	1,789	-4.0%	Shares	Sole	2025-10-06
2024-06-30	$322,205	1,863	+14.5%	Shares	Sole	2025-10-06
2024-03-31	$310,691	1,627	-0.4%	Shares	Sole	2025-10-06
2023-12-31	$267,077	1,633	+4.8%	Shares	Sole	2025-12-08
2023-09-30	$218,587	1,558	+2.6%	Shares	Sole	2025-12-08
2023-06-30	$203,257	1,519	0.0%	Shares	Sole	2025-12-08
2023-03-31	$199,125	1,519	—	Shares	Sole	2025-12-08
No filing history on record for this holder in this stock.