MSH Capital Advisors LLC

Position in IBM — International Business Machines Corp

CIK 2056306 SCOTTSDALE, AZ

Position in IBM

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

Position Value

$739,863

+$148,190 QoQ

Shares Held

2,631

+7.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.23%

of 13F equity value

Holder Rank

#2,169

of 3,616 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

MSH Capital Advisors LLC holds $769,383 across 2 Information Technology Services names. IBM ranks #1 (96.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	IBM	International Business Machines Corp This page	2,631	$739,863
2	WIT	Wipro Ltd	13,120	$29,520

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$739,863	2,631	+7.8%	Shares	Sole	2026-08-11
2026-03-31	$591,673	2,441	+12.4%	Shares	Sole	2026-05-11
2025-12-31	$643,368	2,172	+1.8%	Shares	Sole	2026-02-09
2025-09-30	$602,129	2,134	+1.4%	Shares	Sole	2025-11-06
2025-06-30	$620,511	2,105	-1.6%	Shares	Sole	2025-07-24
2025-03-31	$532,132	2,140	0.0%	Shares	Sole	2025-05-13
2024-12-31	$470,436	2,140	-4.3%	Shares	Sole	2025-02-13
2024-09-30	$494,113	2,235	0.0%	Shares	Sole	2025-02-14
2024-06-30	$386,543	2,235	-0.8%	Shares	Sole	2025-02-14
2024-03-31	$430,041	2,252	+4.6%	Shares	Sole	2025-02-14
2023-12-31	$351,959	2,152	-16.8%	Shares	Sole	2025-02-14
2023-09-30	$363,096	2,588	-91.2%	Shares	Sole	2025-02-14
2023-06-30	$3,940,838	29,451	+1167.3%	Shares	Sole	2025-02-14
2023-03-31	$304,653	2,324	+4.7%	Shares	Sole	2025-02-14
2022-12-31	$312,775	2,220	-26.0%	Shares	Sole	2025-02-14
2022-09-30	$356,430	3,000	+0.2%	Shares	Sole	2025-02-14
2022-06-30	$422,581	2,993	-4.0%	Shares	Sole	2025-02-13
2022-03-31	$405,402	3,118	+10.5%	Shares	Sole	2025-02-13
2021-12-31	$377,054	2,821	—	Shares	Sole	2025-02-13
No filing history on record for this holder in this stock.