GREAT VALLEY ADVISOR GROUP, INC.
Position in IBM — International Business Machines Corp
CIK 1769897
WILMINGTON, DE
Position in IBM
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$4,337,664
+$434,943 QoQ
Shares Held
15,425
-4.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#940
of 3,616 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 5%
Shared 0%
None 95%
Common Shares in IBM Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026GREAT VALLEY ADVISOR GROUP, INC. holds $5,341,562 across 4 Information Technology Services names. IBM ranks #1 (81.2% of the industry book) .
All Filings in IBM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,337,664 | 15,425 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $3,902,721 | 16,101 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $4,561,041 | 15,398 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $4,284,317 | 15,184 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $4,243,947 | 14,397 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $3,634,165 | 14,615 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $3,222,927 | 14,661 | Shares | Sole | 2025-02-24 | |
| 2024-09-30 | $3,238,600 | 14,649 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $2,502,413 | 14,469 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $2,746,004 | 14,380 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $2,216,920 | 13,555 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $1,921,408 | 13,695 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $1,730,832 | 12,935 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $1,625,253 | 12,398 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $2,058,543 | 14,611 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $1,568,648 | 13,203 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $1,699,221 | 12,035 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $1,390,823 | 10,697 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $1,365,336 | 10,215 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $1,048,504 | 7,547 | Shares | Sole | 2021-10-14 | |
| 2021-06-30 | $1,143,255 | 7,799 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $1,110,188 | 8,331 | Shares | Sole | 2021-04-20 | |
| 2020-12-31 | $1,010,690 | 8,029 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $608,228 | 4,999 | Shares | Sole | 2020-10-21 | |
| 2020-06-30 | $520,035 | 4,306 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $456,144 | 4,112 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||