Moran Wealth Management, LLC

Position in IBM — International Business Machines Corp

CIK 1965334 Naples, FL

Position in IBM

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$5,240,066

+$471,771 QoQ

Shares Held

18,634

-5.3% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.16%

of 13F equity value

Holder Rank

#858

of 3,616 holders

Holding Since

Mar 2024

10 quarters on record

Voting authority Sole 96% Shared 4% None 0%

Technology · as of Jun 30, 2026

Moran Wealth Management, LLC holds $22,472,640 across 5 Information Technology Services names. IBM ranks #2 (23.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	FIS	Fidelity National Information Services, Inc.	151,272	$5,881,454
2	IBM	International Business Machines Corp This page	18,634	$5,240,066
3	JKHY	Jack Henry & Associates Inc	33,804	$4,656,162
4	CTSH	Cognizant Technology Solutions Corp	94,851	$3,673,578
5	CACI	Caci International Inc /De/	6,522	$3,021,380

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,240,066	18,634	-5.3%	Shares	Sole	2026-08-05
2026-03-31	$4,768,295	19,672	+0.6%	Shares	Sole	2026-04-27
2025-12-31	$5,792,089	19,554	-2.1%	Shares	Sole	2026-01-26
2025-09-30	$5,633,606	19,966	-3.1%	Shares	Sole	2025-10-23
2025-06-30	$6,071,582	20,597	+5.6%	Shares	Defined	2025-07-28
2025-03-31	$4,849,118	19,501	+2.9%	Shares	Sole	2025-04-23
2024-12-31	$4,165,998	18,951	+2.7%	Shares	Sole	2025-02-07
2024-09-30	$4,078,262	18,447	+1.4%	Shares	Sole	2024-11-08
2024-06-30	$3,146,998	18,196	+3.2%	Shares	Sole	2024-08-13
2024-03-31	$3,366,051	17,627	—	Shares	Sole	2024-05-15
No filing history on record for this holder in this stock.