Valmark Advisers, Inc.

Position in IBM — International Business Machines Corp

CIK 1380443 AKRON, OH

Position in IBM

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$1,982,249

+$214,257 QoQ

Shares Held

7,049

-3.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#1,393

of 3,616 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Valmark Advisers, Inc. holds $3,657,425 across 3 Information Technology Services names. IBM ranks #1 (54.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	IBM	International Business Machines Corp This page	7,049	$1,982,249
2	ACN	Accenture plc	10,800	$1,343,952
3	APLD	Applied Digital Corp.	8,880	$331,224

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,982,249	7,049	-3.4%	Shares	Sole	2026-08-06
2026-03-31	$1,767,992	7,294	-4.0%	Shares	Sole	2026-05-01
2025-12-31	$2,251,492	7,601	-1.4%	Shares	Sole	2026-01-26
2025-09-30	$2,175,171	7,709	+24.9%	Shares	Sole	2025-10-24
2025-06-30	$1,819,971	6,174	+22.9%	Shares	Sole	2025-07-23
2025-03-31	$1,248,770	5,022	+0.2%	Shares	Sole	2025-04-23
2024-12-31	$1,102,007	5,013	+7.8%	Shares	Sole	2025-01-30
2024-09-30	$1,028,243	4,651	+6.8%	Shares	Sole	2024-10-25
2024-06-30	$753,024	4,354	+14.3%	Shares	Sole	2024-08-01
2024-03-31	$727,366	3,809	+1.8%	Shares	Sole	2024-05-06
2023-12-31	$611,677	3,740	-2.5%	Shares	Sole	2024-02-02
2023-09-30	$538,190	3,836	+4.1%	Shares	Sole	2023-11-08
2023-06-30	$492,956	3,684	+2.3%	Shares	Sole	2023-08-03
2023-03-31	$472,055	3,601	+15.6%	Shares	Sole	2023-05-02
2022-12-31	$439,013	3,116	+19.2%	Shares	Sole	2023-02-07
2022-09-30	$310,450	2,613	-41.7%	Shares	Sole	2022-11-03
2022-06-30	$632,390	4,479	+0.8%	Shares	Sole	2022-08-01
2022-03-31	$577,808	4,444	-4.3%	Shares	Sole	2022-05-10
2021-12-31	$620,850	4,645	-9.0%	Shares	Sole	2022-02-02
2021-09-30	$709,237	5,105	-7.1%	Shares	Sole	2021-11-09
2021-06-30	$805,365	5,494	+1.6%	Shares	Sole	2021-08-06
2021-03-31	$720,803	5,409	+1.5%	Shares	Sole	2021-05-04
2020-12-31	$670,814	5,329	+124.7%	Shares	Sole	2021-02-03
2020-09-30	$288,601	2,372	-1.8%	Shares	Sole	2020-11-09
2020-06-30	$291,659	2,415	-14.2%	Shares	Sole	2020-07-31
2020-03-31	$312,267	2,815	—	Shares	Sole	2020-05-01
No filing history on record for this holder in this stock.