Fragasso Financial Advisors Inc

Position in IBM — International Business Machines Corp

CIK 1613331 SEWICKLEY, PA

Position in IBM

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$558,201

+$63,241 QoQ

Shares Held

1,985

-2.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

#2,416

of 3,611 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Fragasso Financial Advisors Inc holds $884,859 across 3 Information Technology Services names. IBM ranks #1 (63.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	IBM	International Business Machines Corp This page	1,985	$558,201
2	BR	Broadridge Financial Solutions, Inc.	1,608	$220,215
3	WIT	Wipro Ltd	47,308	$106,443

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$558,201	1,985	-2.8%	Shares	Sole	2026-07-09
2026-03-31	$494,960	2,042	-2.8%	Shares	Sole	2026-04-07
2025-12-31	$622,337	2,101	+6.1%	Shares	Sole	2026-01-07
2025-09-30	$558,676	1,980	-2.5%	Shares	Sole	2025-10-06
2025-06-30	$598,698	2,031	+21.2%	Shares	Sole	2025-07-09
2025-03-31	$416,754	1,676	+6.1%	Shares	Sole	2025-04-09
2024-12-31	$347,331	1,580	+3.4%	Shares	Sole	2025-01-13
2024-09-30	$337,810	1,528	-32.8%	Shares	Sole	2024-10-07
2024-06-30	$393,461	2,275	-19.8%	Shares	Sole	2024-07-09
2024-03-31	$541,562	2,836	+32.1%	Shares	Sole	2024-04-10
2023-12-31	$351,141	2,147	-4.2%	Shares	Sole	2024-01-08
2023-09-30	$314,552	2,242	+1.1%	Shares	Sole	2023-12-06
2023-06-30	$296,790	2,218	+7.3%	Shares	Sole	2023-07-10
2023-03-31	$271,094	2,068	+2.5%	Shares	Sole	2023-04-13
2022-12-31	$284,316	2,018	+0.3%	Shares	Sole	2023-01-24
2022-09-30	$238,926	2,011	+0.4%	Shares	Sole	2022-10-13
2022-06-30	$282,803	2,003	-5.7%	Shares	Sole	2022-08-30
2022-03-31	$276,032	2,123	+4.2%	Shares	Sole	2022-04-06
2021-12-31	$272,265	2,037	-27.2%	Shares	Sole	2022-01-19
2021-09-30	$388,726	2,798	+0.3%	Shares	Sole	2021-10-08
2021-06-30	$409,132	2,791	-4.6%	Shares	Sole	2021-07-19
2021-03-31	$390,051	2,927	+2.0%	Shares	Sole	2021-05-27
2020-12-31	$361,275	2,870	+15.2%	Shares	Sole	2021-02-04
2020-09-30	$303,079	2,491	+0.6%	Shares	Sole	2020-11-05
2020-06-30	$299,147	2,477	-90.2%	Shares	Sole	2020-08-10
2020-03-31	$2,790,332	25,154	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.