OGOREK ANTHONY JOSEPH /NY/ /ADV
Position in IBM — International Business Machines Corp
CIK 714364
WILLIAMSVILLE, NY
Position in IBM
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$139,480
+$20,952 QoQ
Shares Held
496
+1.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#3,418
of 3,616 holders
Holding Since
Mar 2020
26 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, 2026OGOREK ANTHONY JOSEPH /NY/ /ADV holds $245,633 across 10 Information Technology Services names. IBM ranks #1 (56.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
This page
|
496 | $139,480 | |
| 2 | ACN |
Accenture plc
|
364 | $45,296 | |
| 3 | BR |
Broadridge Financial Solutions, Inc.
|
154 | $21,090 | |
| 4 | JKHY |
Jack Henry & Associates Inc
|
143 | $19,696 | |
| 5 | CTSH |
Cognizant Technology Solutions Corp
|
306 | $11,851 | |
| 6 | LDOS |
Leidos Holdings, Inc.
|
41 | $4,221 | |
| 7 | KD |
Kyndryl Holdings, Inc.
|
274 | $3,098 | |
| 8 | DXC |
DXC Technology Co
|
100 | $885 |
All Filings in IBM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $139,480 | 496 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $118,528 | 489 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $146,327 | 494 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $155,188 | 550 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $191,901 | 651 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $166,602 | 670 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $83,975 | 382 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $86,221 | 390 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $69,007 | 399 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $102,545 | 537 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $94,695 | 579 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $2,857,770 | 20,369 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $2,724,505 | 20,361 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $2,818,435 | 21,500 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $3,176,365 | 22,545 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $2,683,323 | 22,585 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $3,145,854 | 22,281 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $2,416,291 | 18,584 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $1,667,141 | 12,473 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $134,067 | 965 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $141,459 | 965 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $128,595 | 965 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $121,474 | 965 | Shares | Sole | 2021-01-20 | |
| 2020-09-30 | $117,411 | 965 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $118,233 | 979 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $108,600 | 979 | Shares | Sole | 2020-04-10 | |
| No filing history on record for this holder in this stock. | ||||||