MARATHON CAPITAL MANAGEMENT

Position in IBM — International Business Machines Corp

CIK 1213206 Hunt Valley, MD

Position in IBM

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$8,759,129

+$1,257,644 QoQ

Shares Held

31,148

+0.6% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

2.01%

of 13F equity value

Holder Rank

#631

of 3,616 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 9% Shared 0% None 91%

Technology · as of Jun 30, 2026

MARATHON CAPITAL MANAGEMENT holds $15,779,534 across 4 Information Technology Services names. IBM ranks #1 (55.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	IBM	International Business Machines Corp This page	31,148	$8,759,129
2	FIS	Fidelity National Information Services, Inc.	166,622	$6,478,263
3	ACN	Accenture plc	4,210	$523,892
4	CNDT	CONDUENT Inc	12,500	$18,250

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$8,759,129	31,148	+0.6%	Shares	Sole	2026-07-22
2026-03-31	$7,501,485	30,948	-2.2%	Shares	Sole	2026-05-14
2025-12-31	$9,374,454	31,648	-0.1%	Shares	Sole	2026-01-29
2025-09-30	$8,939,393	31,682	-0.5%	Shares	Sole	2025-11-14
2025-06-30	$9,389,332	31,852	-0.2%	Shares	Sole	2025-08-14
2025-03-31	$7,936,481	31,917	-21.5%	Shares	Sole	2025-05-15
2024-12-31	$8,932,792	40,635	-2.1%	Shares	Sole	2025-02-14
2024-09-30	$9,180,347	41,525	-0.5%	Shares	Sole	2024-11-14
2024-06-30	$7,216,338	41,725	-0.3%	Shares	Sole	2024-08-14
2024-03-31	$7,990,530	41,844	-2.6%	Shares	Sole	2024-05-15
2023-12-31	$7,026,762	42,964	-0.8%	Shares	Sole	2024-02-14
2023-09-30	$6,078,637	43,326	+0.1%	Shares	Sole	2023-11-14
2023-06-30	$5,793,571	43,297	-1.6%	Shares	Sole	2023-08-15
2023-03-31	$5,769,533	44,012	+0.5%	Shares	Sole	2023-05-12
2022-12-31	$6,168,445	43,782	-1.8%	Shares	Sole	2023-02-14
2022-09-30	$5,299,282	44,603	-0.2%	Shares	Sole	2022-11-14
2022-06-30	$6,312,463	44,709	-4.1%	Shares	Sole	2022-08-12
2022-03-31	$6,060,622	46,613	+0.8%	Shares	Sole	2022-05-13
2021-12-31	$6,180,973	46,244	+1.0%	Shares	Sole	2022-02-09
2021-09-30	$6,361,884	45,792	+0.9%	Shares	Sole	2021-11-15
2021-06-30	$6,650,788	45,370	-0.2%	Shares	Sole	2021-08-16
2021-03-31	$6,055,866	45,444	+15.2%	Shares	Sole	2021-05-14
2020-12-31	$4,966,974	39,458	+62.5%	Shares	Sole	2021-02-08
2020-09-30	$2,954,755	24,285	-3.5%	Shares	Sole	2020-11-16
2020-06-30	$3,037,848	25,154	+0.3%	Shares	Sole	2020-08-14
2020-03-31	$2,782,789	25,086	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.