Berger Financial Group, Inc

Position in IBM — International Business Machines Corp

CIK 1826136 Plymouth, MN

Position in IBM

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$9,241,685

+$719,980 QoQ

Shares Held

32,864

-6.5% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

1.38%

of 13F equity value

Holder Rank

#609

of 3,615 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Berger Financial Group, Inc holds $19,726,607 across 3 Information Technology Services names. IBM ranks #1 (46.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	IBM	International Business Machines Corp This page	32,864	$9,241,685
2	CDW	CDW Corp	44,916	$6,316,986
3	BR	Broadridge Financial Solutions, Inc.	30,434	$4,167,936

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$9,241,685	32,864	-6.5%	Shares	Sole	2026-08-04
2026-03-31	$8,521,705	35,157	-10.9%	Shares	Sole	2026-04-28
2025-12-31	$11,691,112	39,469	+3.4%	Shares	Sole	2026-01-27
2025-09-30	$10,768,072	38,163	+17.4%	Shares	Sole	2025-10-14
2025-06-30	$9,584,182	32,513	-0.8%	Shares	Sole	2025-07-22
2025-03-31	$8,145,852	32,759	-7.3%	Shares	Sole	2025-05-12
2024-12-31	$7,767,912	35,336	+0.6%	Shares	Sole	2025-02-14
2024-09-30	$7,761,897	35,109	-0.5%	Shares	Sole	2024-11-12
2024-06-30	$6,101,330	35,278	+0.1%	Shares	Sole	2024-08-14
2024-03-31	$6,732,294	35,255	-7.9%	Shares	Sole	2024-04-16
2023-12-31	$6,262,165	38,289	+0.9%	Shares	Sole	2024-02-07
2023-09-30	$5,323,402	37,943	+4.1%	Shares	Sole	2023-11-03
2023-06-30	$4,877,909	36,454	-1.4%	Shares	Sole	2023-08-10
2023-03-31	$4,848,232	36,984	-8.0%	Shares	Sole	2023-04-24
2022-12-31	$5,665,046	40,209	+0.7%	Shares	Sole	2023-01-30
2022-09-30	$4,743,014	39,921	+5.6%	Shares	Sole	2022-10-27
2022-06-30	$5,337,546	37,804	+2.2%	Shares	Sole	2022-08-08
2022-03-31	$4,808,009	36,979	-1.6%	Shares	Sole	2022-05-10
2021-12-31	$5,024,680	37,593	+5.7%	Shares	Sole	2022-01-26
2021-09-30	$4,939,240	35,552	-0.3%	Shares	Sole	2021-10-28
2021-06-30	$5,228,425	35,667	+1.3%	Shares	Sole	2021-07-29
2021-03-31	$4,689,951	35,194	+8.2%	Shares	Sole	2021-05-12
2020-12-31	$4,095,003	32,531	—	Shares	Sole	2021-02-02
No filing history on record for this holder in this stock.