Lloyd Advisory Services, LLC.

Position in IBM — International Business Machines Corp

CIK 1802474 SUWANEE, GA

Position in IBM

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

Position Value

$145,104

+$138,560 QoQ

Shares Held

516

+1811.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.49%

of 13F equity value

Holder Rank

#3,411

of 3,616 holders

Holding Since

Mar 2020

16 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Lloyd Advisory Services, LLC. holds $325,263 across 7 Information Technology Services names. IBM ranks #2 (44.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GIB	Cgi Inc	2,296	$148,252
2	IBM	International Business Machines Corp This page	516	$145,104
3	BR	Broadridge Financial Solutions, Inc.	98	$13,421
4	FIS	Fidelity National Information Services, Inc.	203	$7,892
5	CTSH	Cognizant Technology Solutions Corp	176	$6,816
6	ACN	Accenture plc	28	$3,484
7	KD	Kyndryl Holdings, Inc.	26	$294

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$145,104	516	+1811.1%	Shares	Sole	2026-08-07
2026-03-31	$6,544	27	-94.3%	Shares	Sole	2026-05-13
2025-12-31	$140,403	474	-49.0%	Shares	Sole	2026-02-06
2024-12-31	$204,441	930	-7.6%	Shares	Sole	2025-02-03
2024-09-30	$222,627	1,007	-84.3%	Shares	Sole	2024-10-10
2024-03-31	$1,225,963	6,420	+289.6%	Shares	Sole	2024-04-12
2023-12-31	$269,530	1,648	-72.7%	Shares	Sole	2024-02-13
2023-09-30	$846,429	6,033	+1669.2%	Shares	Sole	2023-11-13
2022-03-31	$44,336	341	+12.2%	Shares	Other	2022-05-02
2021-12-31	$40,632	304	-62.9%	Shares	Other	2022-01-26
2021-09-30	$113,783	819	-14.7%	Shares	Other	2021-10-21
2021-06-30	$140,726	960	+3.3%	Shares	Other	2021-08-09
2021-03-31	$123,798	929	-3.3%	Shares	Other	2021-05-04
2020-12-31	$120,970	961	-6.5%	Shares	Other	2021-02-04
2020-09-30	$125,076	1,028	+599.3%	Shares	Other	2020-10-28
2020-03-31	$16,306	147	—	Shares	Other	2020-06-03
No filing history on record for this holder in this stock.