MONECO ADVISORS, LLC

Position in IBM — International Business Machines Corp

CIK 1765690 FAIRFIELD, CT

Position in IBM

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$5,602,265

+$2,143,845 QoQ

Shares Held

19,922

+39.6% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.90%

of 13F equity value

Holder Rank

#824

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

MONECO ADVISORS, LLC holds $6,042,854 across 3 Information Technology Services names. IBM ranks #1 (92.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	IBM	International Business Machines Corp This page	19,922	$5,602,265
2	BR	Broadridge Financial Solutions, Inc.	2,231	$305,535
3	TSSI	TSS, Inc.	10,980	$135,054

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,602,265	19,922	+39.6%	Shares	Sole	2026-08-11
2026-03-31	$3,458,420	14,268	+3.1%	Shares	Sole	2026-05-08
2025-12-31	$4,098,657	13,837	+0.1%	Shares	Sole	2026-02-04
2025-09-30	$3,899,169	13,819	+2.6%	Shares	Sole	2025-11-05
2025-06-30	$3,971,865	13,474	+6.3%	Shares	Sole	2025-08-13
2025-03-31	$3,152,014	12,676	-3.0%	Shares	Sole	2025-08-15
2024-12-31	$2,874,057	13,074	+9.2%	Shares	Sole	2025-08-15
2024-09-30	$2,647,875	11,977	+2.5%	Shares	Sole	2024-10-25
2024-06-30	$2,021,093	11,686	+1.6%	Shares	Sole	2024-07-19
2024-03-31	$2,196,230	11,501	+43.8%	Shares	Sole	2024-07-19
2023-12-31	$1,307,745	7,996	+3.6%	Shares	Sole	2024-03-13
2023-09-30	$1,083,256	7,721	+18.3%	Shares	Sole	2024-03-13
2023-06-30	$873,377	6,527	-3.9%	Shares	Sole	2024-03-13
2023-03-31	$889,970	6,789	-2.1%	Shares	Sole	2023-05-12
2022-12-31	$976,649	6,932	+0.5%	Shares	Sole	2023-01-30
2022-09-30	$819,551	6,898	-6.0%	Shares	Sole	2022-11-02
2022-06-30	$1,035,769	7,336	-2.9%	Shares	Sole	2022-08-10
2022-03-31	$982,171	7,554	+1.7%	Shares	Sole	2022-05-09
2021-12-31	$992,692	7,427	+1.2%	Shares	Sole	2022-02-08
2021-09-30	$1,020,024	7,342	+0.9%	Shares	Sole	2021-11-03
2021-06-30	$1,066,881	7,278	+3.5%	Shares	Sole	2021-08-10
2021-03-31	$936,950	7,031	+29.6%	Shares	Sole	2021-05-17
2020-12-31	$682,773	5,424	+13.9%	Shares	Sole	2021-01-22
2020-09-30	$579,392	4,762	+10.2%	Shares	Sole	2020-10-20
2020-06-30	$522,088	4,323	+8.9%	Shares	Sole	2020-07-31
2020-03-31	$440,391	3,970	—	Shares	Sole	2020-05-11
No filing history on record for this holder in this stock.