Transamerica Financial Advisors, LLC

Position in IBM — International Business Machines Corp

CIK 1502149 CEDAR RAPIDS, IA

Position in IBM

as of Jun 30, 2026 · filed Aug 17, 2026 Compact

Position Value

$778,108

+$26,457 QoQ

Shares Held

2,767

-10.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

#2,127

of 3,611 holders

Holding Since

Jun 2020

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Transamerica Financial Advisors, LLC holds $1,863,402 across 28 Information Technology Services names. IBM ranks #1 (41.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	IBM	International Business Machines Corp This page	2,767	$778,108
2	ACN	Accenture plc	2,345	$291,811
3	G	Genpact LTD	7,816	$214,940
4	CTSH	Cognizant Technology Solutions Corp	4,186	$162,123
5	SAIC	Science Applications International Corp	890	$98,264
6	CDW	CDW Corp	557	$78,336
7	EPAM	EPAM Systems, Inc.	792	$62,845
8	EXLS	ExlService Holdings, Inc.	2,337	$60,434

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$778,108	2,767	-10.8%	Shares	Sole	2026-08-17
2026-03-31	$751,651	3,101	+22.6%	Shares	Sole	2026-05-15
2025-12-31	$749,411	2,530	-2.8%	Shares	Sole	2026-02-13
2025-09-30	$734,180	2,602	+16162.5%	Shares	Sole	2025-11-14
2024-09-30	$4	16	-99.1%	Shares	Sole	2024-11-13
2024-06-30	$306,986	1,775	0.0%	Shares	Sole	2024-08-14
2024-03-31	$338,954	1,775	-4.6%	Shares	Sole	2024-05-15
2023-12-31	$304,366	1,861	-15.1%	Shares	Sole	2024-02-12
2023-09-30	$307,397	2,191	+1.4%	Shares	Sole	2023-11-14
2023-06-30	$289,163	2,161	+216000.0%	Shares	Sole	2023-08-14
2023-03-31	$1	1	0.0%	Shares	Sole	2023-05-15
2022-12-31	$1	1	-97.1%	Shares	Sole	2023-02-14
2022-09-30	$4,039	34	+3300.0%	Shares	Sole	2022-11-14
2022-06-30	$141	1	-99.6%	Shares	Sole	2022-08-15
2020-06-30	$29,950	248	—	Shares	Sole	2020-08-13
No filing history on record for this holder in this stock.