MONEY CONCEPTS CAPITAL CORP

Position in IBM — International Business Machines Corp

CIK 716851 PALM BEACH GARDENS, FL

Position in IBM

as of Mar 31, 2026 · filed Apr 30, 2026 Compact

Position Value

$5,428,566

-$855,825 QoQ

Shares Held

22,396

+5.6% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.88%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2020

20 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Technology · as of Mar 31, 2026

MONEY CONCEPTS CAPITAL CORP holds $8,999,062 across 3 Information Technology Services names. IBM ranks #1 (60.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	IBM	International Business Machines Corp This page	22,396	$5,428,566
2	ACN	Accenture plc	12,957	$2,569,243
3	PONY	Pony AI Inc.	106,065	$1,001,253

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$5,428,566	22,396	+5.6%	Shares	Sole	2026-04-30
2025-12-31	$6,284,391	21,216	-3.1%	Shares	Sole	2026-02-04
2025-09-30	$6,175,071	21,885	+8.6%	Shares	Sole	2025-11-04
2025-06-30	$5,938,932	20,147	-0.8%	Shares	Sole	2025-08-14
2025-03-31	$5,052,025	20,317	-9.8%	Shares	Sole	2025-04-24
2024-12-31	$4,949,912	22,517	+0.2%	Shares	Sole	2025-01-27
2024-09-30	$4,967,667	22,470	-3.0%	Shares	Sole	2024-10-31
2024-06-30	$4,005,694	23,161	+4.5%	Shares	Sole	2024-08-02
2024-03-31	$4,231,673	22,160	-1.5%	Shares	Sole	2024-05-01
2023-12-31	$3,680,365	22,503	-1.1%	Shares	Sole	2024-02-12
2023-09-30	$3,191,123	22,745	+3.0%	Shares	Sole	2023-11-01
2023-06-30	$2,955,060	22,084	+5.0%	Shares	Sole	2023-08-01
2023-03-31	$2,757,740	21,037	-39.8%	Shares	Sole	2023-05-01
2022-12-31	$4,920,160	34,922	+39.2%	Shares	Sole	2023-02-14
2022-09-30	$2,981,536	25,095	+0.6%	Shares	Sole	2022-10-27
2022-06-30	$3,521,278	24,940	-18.0%	Shares	Sole	2022-07-18
2022-03-31	$3,955,728	30,424	+23.1%	Shares	Sole	2022-05-13
2021-12-31	$3,303,540	24,716	-2.0%	Shares	Sole	2022-02-14
2021-03-31	$3,212,635	25,217	+1.0%	Shares	Sole	2021-05-17
2020-12-31	$3,003,189	24,955	—	Shares	Sole	2021-05-17
No filing history on record for this holder in this stock.