Marshall & Sterling Wealth Advisors Inc.

Position in IBM — International Business Machines Corp

CIK 2056315 POUGHKEEPSIE, NY

Position in IBM

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$1,886,919

+$335,381 QoQ

Shares Held

6,710

+4.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

5.88%

of 13F equity value

Holder Rank

#1,429

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

Marshall & Sterling Wealth Advisors Inc. holds $1,950,633 across 4 Information Technology Services names. IBM ranks #1 (96.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	IBM	International Business Machines Corp This page	6,710	$1,886,919
2	BR	Broadridge Financial Solutions, Inc.	263	$36,017
3	LDOS	Leidos Holdings, Inc.	173	$17,813
4	KD	Kyndryl Holdings, Inc.	874	$9,884

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,886,919	6,710	+4.8%	Shares	Sole	2026-07-21
2026-03-31	$1,551,538	6,401	-1.1%	Shares	Sole	2026-05-07
2025-12-31	$1,916,478	6,470	-1.6%	Shares	Sole	2026-02-10
2025-09-30	$1,855,758	6,577	+0.0%	Shares	Other	2025-11-10
2025-06-30	$1,938,465	6,576	-6.1%	Shares	Sole	2025-08-12
2025-03-31	$1,741,854	7,005	-3.5%	Shares	Sole	2025-05-15
2024-12-31	$1,595,745	7,259	—	Shares	Sole	2025-02-14
No filing history on record for this holder in this stock.