Pinnacle Wealth Management Advisory Group, LLC

Position in IBM — International Business Machines Corp

CIK 1631864 RED BANK, NJ

Back to IBM Full portfolio

Position in IBM

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$4,604,532

+$639,274 QoQ

Shares Held

16,374

+0.1% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.47%

of 13F equity value

Holder Rank

#918

of 3,616 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Common Shares in IBM Over Time

Shares Held

Position Value (USD)

Position in Information Technology Services

Technology · as of Jun 30, 2026

Pinnacle Wealth Management Advisory Group, LLC holds $5,782,265 across 4 Information Technology Services names. IBM ranks #1 (79.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	IBM	International Business Machines Corp This page	16,374	$4,604,532
2	ACN	Accenture plc	4,670	$581,134
3	IBEX	IBEX Ltd	10,576	$321,193
4	BR	Broadridge Financial Solutions, Inc.	2,011	$275,406

All Filings in IBM

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,604,532	16,374	+0.1%	Shares	Sole	2026-08-05
2026-03-31	$3,965,258	16,359	-5.9%	Shares	Sole	2026-04-21
2025-12-31	$5,148,426	17,381	-4.5%	Shares	Sole	2026-02-02
2025-09-30	$5,137,287	18,207	+2.4%	Shares	Sole	2025-10-20
2025-06-30	$5,243,546	17,788	+2.4%	Shares	Sole	2025-08-07
2025-03-31	$4,319,970	17,373	+4.0%	Shares	Sole	2025-05-07
2024-12-31	$3,670,721	16,698	-6.4%	Shares	Sole	2025-01-31
2024-09-30	$3,944,951	17,844	+2.1%	Shares	Sole	2024-10-16
2024-06-30	$3,023,166	17,480	+40.4%	Shares	Sole	2024-07-25
2024-03-31	$2,377,642	12,451	+3.2%	Shares	Sole	2024-05-01
2023-12-31	$1,973,721	12,068	-1.2%	Shares	Sole	2024-02-07
2023-09-30	$1,714,325	12,219	-0.3%	Shares	Sole	2023-10-25
2023-06-30	$1,640,644	12,261	+0.9%	Shares	Sole	2023-08-02
2023-03-31	$1,592,743	12,150	-1.5%	Shares	Sole	2023-05-04
2022-12-31	$1,737,173	12,330	-2.8%	Shares	Sole	2023-02-07
2022-09-30	$1,507,342	12,687	+13.2%	Shares	Sole	2022-11-10
2022-06-30	$1,582,316	11,207	+15.6%	Shares	Sole	2022-08-01
2022-03-31	$1,260,803	9,697	-3.4%	Shares	Sole	2022-05-05
2021-12-31	$1,341,545	10,037	+16.6%	Shares	Sole	2022-01-20
2021-09-30	$1,195,631	8,606	-2.7%	Shares	Sole	2021-10-29
2021-06-30	$1,296,735	8,846	+10.1%	Shares	Sole	2021-08-10
2021-03-31	$1,070,210	8,031	-10.2%	Shares	Sole	2021-05-13
2020-12-31	$1,126,248	8,947	-0.0%	Shares	Sole	2021-02-03
2020-09-30	$1,089,068	8,951	+5.6%	Shares	Sole	2020-10-29
2020-06-30	$1,023,525	8,475	-1.5%	Shares	Sole	2020-08-11
2020-03-31	$953,997	8,600	—	Shares	Sole	2020-05-08
No filing history on record for this holder in this stock.