Morningstar Investment Management LLC

Position in IBM — International Business Machines Corp

CIK 1673385 CHICAGO, IL

Position in IBM

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$336,327

+$46,429 QoQ

Shares Held

1,196

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#2,891

of 3,616 holders

Holding Since

Dec 2022

14 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Morningstar Investment Management LLC holds $13,940,010 across 7 Information Technology Services names. IBM ranks #6 (2.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CTSH	Cognizant Technology Solutions Corp	132,839	$5,144,854
2	ACN	Accenture plc	31,501	$3,919,984
3	JKHY	Jack Henry & Associates Inc	20,175	$2,778,904
4	CDW	CDW Corp	6,973	$980,682
5	BR	Broadridge Financial Solutions, Inc.	4,114	$563,412
6	IBM	International Business Machines Corp This page	1,196	$336,327
7	G	Genpact LTD	7,849	$215,847

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$336,327	1,196	0.0%	Shares	Sole	2026-07-21
2026-03-31	$289,898	1,196	0.0%	Shares	Sole	2026-05-14
2025-12-31	$354,267	1,196	-1.2%	Shares	Sole	2026-02-09
2025-09-30	$341,695	1,211	+14.1%	Shares	Sole	2025-11-17
2025-06-30	$312,761	1,061	-22.6%	Shares	Sole	2025-07-28
2024-12-31	$301,386	1,371	-21.0%	Shares	Sole	2025-02-03
2024-09-30	$383,794	1,736	-33.0%	Shares	Sole	2024-11-12
2024-06-30	$448,113	2,591	-21.8%	Shares	Sole	2024-08-08
2024-03-31	$632,841	3,314	0.0%	Shares	Sole	2024-05-13
2023-12-31	$542,004	3,314	-72.2%	Shares	Sole	2024-02-13
2023-09-30	$1,673,358	11,927	-0.6%	Shares	Sole	2024-04-09
2023-06-30	$1,605,987	12,002	+190.0%	Shares	Sole	2024-04-09
2023-03-31	$542,450	4,138	+11.8%	Shares	Sole	2024-04-09
2022-12-31	$521,293	3,700	—	Shares	Sole	2024-04-05
No filing history on record for this holder in this stock.