TOTH FINANCIAL ADVISORY CORP
Position in IBM — International Business Machines Corp
CIK 866780
LEESBURG, VA
Position in IBM
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$7,679,845
+$864,566 QoQ
Shares Held
27,310
-2.9% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
1.10%
of 13F equity value
Holder Rank
#696
of 3,615 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 27%
Shared 0%
None 73%
Common Shares in IBM Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026TOTH FINANCIAL ADVISORY CORP holds $8,837,441 across 10 Information Technology Services names. IBM ranks #1 (86.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
This page
|
27,310 | $7,679,845 | |
| 2 | CTSH |
Cognizant Technology Solutions Corp
|
15,595 | $603,994 | |
| 3 | ACN |
Accenture plc
|
2,555 | $317,944 | |
| 4 | BR |
Broadridge Financial Solutions, Inc.
|
770 | $105,451 | |
| 5 | INOD |
Innodata Inc
|
1,000 | $75,580 | |
| 6 | BBAI |
BigBear.ai Holdings, Inc.
|
12,000 | $44,040 | |
| 7 | KD |
Kyndryl Holdings, Inc.
|
690 | $7,803 | |
| 8 | PENG |
Penguin Solutions, Inc.
|
20 | $1,520 |
All Filings in IBM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,679,845 | 27,310 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $6,815,279 | 28,117 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $8,439,319 | 28,491 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $8,160,631 | 28,922 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $8,612,292 | 29,216 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $7,159,667 | 28,793 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $6,785,492 | 30,867 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $7,079,865 | 32,024 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $5,564,839 | 32,176 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $6,451,583 | 33,785 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $6,327,913 | 38,691 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $5,589,271 | 39,838 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $5,537,994 | 41,387 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $5,528,065 | 42,170 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $5,986,979 | 42,494 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $5,066,414 | 42,643 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $5,886,917 | 41,695 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $4,094,849 | 31,494 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $3,407,528 | 25,494 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $4,188,184 | 30,146 | Shares | Sole | 2021-10-20 | |
| 2021-06-30 | $4,750,835 | 32,409 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $2,514,882 | 18,872 | Shares | Sole | 2021-04-20 | |
| 2020-12-31 | $2,363,775 | 18,778 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $2,435,468 | 20,017 | Shares | Sole | 2020-10-16 | |
| 2020-06-30 | $1,948,141 | 16,131 | Shares | Sole | 2020-07-14 | |
| 2020-03-31 | $1,858,631 | 16,755 | Shares | Sole | 2020-04-20 | |
| No filing history on record for this holder in this stock. | ||||||