Provenance Wealth Advisors, LLC

Position in IBM — International Business Machines Corp

CIK 2081584 FORT LAUDERDALE, FL

Position in IBM

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$1,346,433

+$307,065 QoQ

Shares Held

4,788

+11.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.17%

of 13F equity value

Holder Rank

#1,662

of 3,616 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Provenance Wealth Advisors, LLC holds $1,488,863 across 6 Information Technology Services names. IBM ranks #1 (90.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	IBM	International Business Machines Corp This page	4,788	$1,346,433
2	ACN	Accenture plc	919	$114,360
3	LDOS	Leidos Holdings, Inc.	265	$27,287
4	BR	Broadridge Financial Solutions, Inc.	2	$273
5	FIS	Fidelity National Information Services, Inc.	7	$272
6	EPAM	EPAM Systems, Inc.	3	$238

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,346,433	4,788	+11.7%	Shares	Sole	2026-07-24
2026-03-31	$1,039,368	4,288	+4.9%	Shares	Sole	2026-04-20
2025-12-31	$1,210,906	4,088	-4.7%	Shares	Sole	2026-01-26
2025-09-30	$1,209,902	4,288	0.0%	Shares	Sole	2025-11-12
2025-06-30	$1,264,016	4,288	-0.7%	Shares	Sole	2025-08-15
2025-03-31	$1,073,713	4,318	-13.0%	Shares	Sole	2025-08-15
2024-12-31	$1,091,016	4,963	-52.3%	Shares	Sole	2025-08-15
2024-09-30	$2,299,895	10,403	+1.7%	Shares	Sole	2025-08-15
2024-06-30	$1,769,624	10,232	-2.0%	Shares	Sole	2025-08-15
2024-03-31	$1,993,049	10,437	+2.9%	Shares	Sole	2025-08-15
2023-12-31	$1,658,724	10,142	+48.8%	Shares	Sole	2025-08-15
2023-09-30	$956,144	6,815	—	Shares	Sole	2025-08-15
No filing history on record for this holder in this stock.