MJT & Associates Financial Advisory Group, Inc.
Position in IBM — International Business Machines Corp
CIK 2065777
MONTEVICEO, MN
Position in IBM
as of Jun 30, 2026
· filed Jul 6, 2026
Position Value
$65,521
+$9,045 QoQ
Shares Held
233
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.51%
of 13F equity value
Holder Rank
#3,502
of 3,616 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in IBM Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026MJT & Associates Financial Advisory Group, Inc. holds $74,179 across 6 Information Technology Services names. IBM ranks #1 (88.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
This page
|
233 | $65,521 | |
| 2 | ACN |
Accenture plc
|
25 | $3,111 | |
| 3 | EXLS |
ExlService Holdings, Inc.
|
92 | $2,379 | |
| 4 | CTSH |
Cognizant Technology Solutions Corp
|
40 | $1,549 | |
| 5 | BR |
Broadridge Financial Solutions, Inc.
|
11 | $1,506 | |
| 6 | KD |
Kyndryl Holdings, Inc.
|
10 | $113 |
All Filings in IBM
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $65,521 | 233 | Shares | Sole | 2026-07-06 | |
| 2026-03-31 | $56,476 | 233 | Shares | Sole | 2026-04-02 | |
| 2025-12-31 | $69,016 | 233 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $65,461 | 232 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $68,388 | 232 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $66,640 | 268 | Shares | Sole | 2025-05-07 | |
| No filing history on record for this holder in this stock. | ||||||