Mosley Wealth Management

Position in IBM — International Business Machines Corp

CIK 2011849 ANAHEIM, CA

Position in IBM

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$369,228

-$204,024 QoQ

Shares Held

1,313

-44.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.58%

of 13F equity value

Holder Rank

#2,815

of 3,615 holders

Holding Since

Dec 2023

8 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Mosley Wealth Management holds $501,331 across 6 Information Technology Services names. IBM ranks #1 (73.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	IBM	International Business Machines Corp This page	1,313	$369,228
2	ACN	Accenture plc	1,046	$130,164
3	KEEL	Keel Infrastructure Corp.	183	$1,050
4	KD	Kyndryl Holdings, Inc.	52	$588
5	G	Genpact LTD	6	$165
6	BR	Broadridge Financial Solutions, Inc.	1	$136

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$369,228	1,313	-44.5%	Shares	Sole	2026-07-23
2026-03-31	$573,252	2,365	+0.7%	Shares	Sole	2026-04-27
2025-12-31	$695,797	2,349	+6.9%	Shares	Sole	2026-02-12
2024-12-31	$482,966	2,197	+9.0%	Shares	Sole	2025-02-11
2024-09-30	$445,476	2,015	+12.6%	Shares	Sole	2024-11-12
2024-06-30	$309,580	1,790	-1.8%	Shares	Sole	2024-08-06
2024-03-31	$348,120	1,823	-4.3%	Shares	Sole	2024-04-15
2023-12-31	$311,562	1,905	—	Shares	Sole	2024-02-14
No filing history on record for this holder in this stock.