Marshall Financial Group, LLC

Position in IBM — International Business Machines Corp

CIK 1841496 Hunt Valley, MD

Position in IBM

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$2,574,758

+$2,339,155 QoQ

Shares Held

9,156

+842.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.76%

of 13F equity value

Holder Rank

#1,231

of 3,627 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Marshall Financial Group, LLC holds $7,053,549 across 4 Information Technology Services names. IBM ranks #2 (36.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	INOD	Innodata Inc	47,991	$3,627,159
2	IBM	International Business Machines Corp This page	9,156	$2,574,758
3	GLOB	Globant S.A.	25,092	$726,162
4	INFY	Infosys Ltd	11,961	$125,470

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,574,758	9,156	+842.0%	Shares	Sole	2026-07-20
2026-03-31	$235,603	972	—	Shares	Sole	2026-04-13
No filing history on record for this holder in this stock.