MONETA GROUP INVESTMENT ADVISORS LLC

Position in IBM — International Business Machines Corp

CIK 1120927 ST LOUIS, MO

Position in IBM

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$7,885,128

+$1,110,328 QoQ

Shares Held

28,040

+0.3% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.22%

of 13F equity value

Holder Rank

#683

of 3,616 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

MONETA GROUP INVESTMENT ADVISORS LLC holds $16,624,262 across 4 Information Technology Services names. IBM ranks #1 (47.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	IBM	International Business Machines Corp This page	28,040	$7,885,128
2	CIFR	Cipher Digital Inc.	282,623	$6,924,263
3	ACN	Accenture plc	12,461	$1,550,646
4	BBAI	BigBear.ai Holdings, Inc.	71,996	$264,225

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$7,885,128	28,040	+0.3%	Shares	Sole	2026-08-14
2026-03-31	$6,774,800	27,950	+0.3%	Shares	Sole	2026-05-12
2025-12-31	$8,255,668	27,871	-1.1%	Shares	Sole	2026-02-12
2025-09-30	$7,951,268	28,180	-2.7%	Shares	Sole	2025-11-14
2025-06-30	$8,539,481	28,969	+13.2%	Shares	Sole	2025-08-14
2025-03-31	$6,360,722	25,580	+18.7%	Shares	Sole	2025-05-15
2024-12-31	$4,738,655	21,556	+20.7%	Shares	Sole	2025-02-11
2024-09-30	$3,948,046	17,858	-1.3%	Shares	Sole	2024-11-12
2024-06-30	$3,129,011	18,092	-2.7%	Shares	Sole	2024-08-13
2024-03-31	$3,551,283	18,597	+19.1%	Shares	Sole	2024-08-13
2023-12-31	$2,554,160	15,617	+1.8%	Shares	Sole	2024-02-15
2023-09-30	$2,151,640	15,336	-1.7%	Shares	Sole	2023-11-15
2023-06-30	$2,088,640	15,609	+7.2%	Shares	Sole	2023-08-15
2023-03-31	$1,909,325	14,565	+8.3%	Shares	Sole	2023-05-15
2022-12-31	$1,895,111	13,451	+20.6%	Shares	Sole	2023-02-16
2022-09-30	$1,324,969	11,152	+22.5%	Shares	Sole	2022-11-14
2022-06-30	$1,284,970	9,101	-8.6%	Shares	Sole	2022-08-15
2022-03-31	$1,294,999	9,960	+9.4%	Shares	Sole	2022-05-11
2021-12-31	$1,216,974	9,105	+21.7%	Shares	Sole	2022-02-11
2021-09-30	$1,039,057	7,479	-23.6%	Shares	Sole	2021-11-12
2021-06-30	$1,434,969	9,789	+5.6%	Shares	Sole	2021-08-13
2021-03-31	$1,235,053	9,268	+71.3%	Shares	Sole	2021-05-14
2020-12-31	$681,010	5,410	-6.1%	Shares	Sole	2021-02-12
2020-09-30	$700,940	5,761	-31.4%	Shares	Sole	2020-11-13
2020-06-30	$1,013,984	8,396	+17.1%	Shares	Sole	2020-08-12
2020-03-31	$795,035	7,167	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.