Monte Financial Group, LLC

Position in IBM — International Business Machines Corp

CIK 1755651 GUILFORD, CT

Position in IBM

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$1,115,278

+$119,783 QoQ

Shares Held

3,966

-3.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.38%

of 13F equity value

Holder Rank

#1,812

of 3,616 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Monte Financial Group, LLC holds $13,330,027 across 3 Information Technology Services names. IBM ranks #3 (8.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CDW	CDW Corp	52,501	$7,383,740
2	ACN	Accenture plc	38,822	$4,831,009
3	IBM	International Business Machines Corp This page	3,966	$1,115,278

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,115,278	3,966	-3.4%	Shares	Sole	2026-08-07
2026-03-31	$995,495	4,107	-3.7%	Shares	Sole	2026-05-14
2025-12-31	$1,263,928	4,267	0.0%	Shares	Sole	2026-01-22
2025-09-30	$1,203,976	4,267	0.0%	Shares	Sole	2025-10-31
2025-06-30	$1,257,826	4,267	-9.5%	Shares	Sole	2025-07-23
2025-03-31	$1,172,929	4,717	-1.1%	Shares	Sole	2025-04-22
2024-12-31	$1,048,808	4,771	-3.1%	Shares	Sole	2025-01-21
2024-09-30	$1,088,597	4,924	0.0%	Shares	Sole	2024-10-22
2024-06-30	$851,605	4,924	-8.4%	Shares	Sole	2024-07-22
2024-03-31	$1,026,219	5,374	-1.4%	Shares	Sole	2024-04-29
2023-12-31	$891,347	5,450	-10.5%	Shares	Sole	2024-01-22
2023-09-30	$853,865	6,086	-2.3%	Shares	Sole	2023-10-24
2023-06-30	$833,234	6,227	-86.6%	Shares	Sole	2023-07-25
2023-03-31	$6,104,336	46,566	-0.7%	Shares	Sole	2023-04-26
2022-12-31	$6,604,782	46,879	+0.1%	Shares	Sole	2023-01-23
2022-09-30	$5,563,515	46,827	-0.6%	Shares	Sole	2022-10-24
2022-06-30	$6,651,319	47,109	+1.8%	Shares	Sole	2022-07-20
2022-03-31	$6,015,245	46,264	+2.6%	Shares	Sole	2022-04-22
2021-12-31	$6,024,056	45,070	+9.2%	Shares	Sole	2022-01-26
2021-09-30	$5,736,282	41,289	+1.8%	Shares	Sole	2021-10-25
2021-06-30	$5,944,077	40,549	+6.6%	Shares	Sole	2021-10-25
2021-03-31	$5,070,142	38,047	+15.8%	Shares	Sole	2021-04-30
2020-12-31	$4,137,550	32,869	-0.4%	Shares	Sole	2021-02-03
2020-09-30	$4,016,569	33,012	-2.3%	Shares	Sole	2020-11-03
2020-06-30	$4,082,026	33,800	+8.6%	Shares	Sole	2020-08-03
2020-03-31	$3,452,473	31,123	—	Shares	Sole	2020-04-28
No filing history on record for this holder in this stock.