Forza Wealth Management, LLC

Position in IBM — International Business Machines Corp

CIK 1963030 SARASOTA, FL

Position in IBM

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$3,715,065

+$474,069 QoQ

Shares Held

13,211

-1.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

2.29%

of 13F equity value

Holder Rank

#1,023

of 3,616 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Forza Wealth Management, LLC holds $4,504,182 across 3 Information Technology Services names. IBM ranks #1 (82.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	IBM	International Business Machines Corp This page	13,211	$3,715,065
2	CTSH	Cognizant Technology Solutions Corp	14,010	$542,607
3	BR	Broadridge Financial Solutions, Inc.	1,800	$246,510

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,715,065	13,211	-1.2%	Shares	Sole	2026-07-17
2026-03-31	$3,240,996	13,371	-1.1%	Shares	Sole	2026-04-30
2025-12-31	$4,005,055	13,521	+1.7%	Shares	Sole	2026-02-02
2025-09-30	$3,751,881	13,297	+0.9%	Shares	Sole	2025-10-22
2025-06-30	$3,885,200	13,180	-0.1%	Shares	Sole	2025-07-18
2025-03-31	$3,279,079	13,187	+0.3%	Shares	Sole	2025-04-30
2024-12-31	$2,891,423	13,153	+0.4%	Shares	Sole	2025-01-13
2024-09-30	$2,897,474	13,106	+3.5%	Shares	Sole	2024-10-28
2024-06-30	$2,190,411	12,665	0.0%	Shares	Sole	2024-07-17
2024-03-31	$2,418,508	12,665	-0.4%	Shares	Sole	2024-04-22
2023-12-31	$2,079,538	12,715	-1.5%	Shares	Sole	2024-01-24
2023-09-30	$1,811,273	12,910	0.0%	Shares	Sole	2023-10-24
2023-06-30	$1,727,487	12,910	+1.4%	Shares	Sole	2023-07-25
2023-03-31	$1,668,775	12,730	+9.5%	Shares	Sole	2023-05-03
2022-12-31	$1,638,268	11,628	—	Shares	Sole	2023-02-06
No filing history on record for this holder in this stock.