Godfrey Financial Associates, Inc.
Position in IBM — International Business Machines Corp
CIK 2097943
GLENMONT, NY
Position in IBM
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$675,185
+$94,661 QoQ
Shares Held
2,401
+0.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
2.04%
of 13F equity value
Holder Rank
#2,230
of 3,554 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in IBM Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026Godfrey Financial Associates, Inc. holds $860,868 across 14 Information Technology Services names. IBM ranks #1 (78.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
This page
|
2,401 | $675,185 | |
| 2 | ACN |
Accenture plc
|
1,000 | $124,440 | |
| 3 | INFY |
Infosys Ltd
|
2,400 | $25,176 | |
| 4 | EPAM |
EPAM Systems, Inc.
|
183 | $14,521 | |
| 5 | LDOS |
Leidos Holdings, Inc.
|
100 | $10,297 | |
| 6 | CTSH |
Cognizant Technology Solutions Corp
|
144 | $5,577 | |
| 7 | KD |
Kyndryl Holdings, Inc.
|
270 | $3,053 | |
| 8 | EFOR |
Everforth Inc
|
52 | $929 |
All Filings in IBM
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $675,185 | 2,401 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $580,524 | 2,395 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $708,830 | 2,393 | Shares | Sole | 2026-02-10 | |
| No filing history on record for this holder in this stock. | ||||||