Marshall Financial Group, LLC

Position in IBM — International Business Machines Corp

CIK 1841496 Hunt Valley, MD

Position in IBM

as of Mar 31, 2026 · filed Apr 13, 2026 Compact

Position Value

$235,603

New position

Shares Held

972

first reported quarter

Ownership

0.000%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2026

1 quarter on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Technology · as of Mar 31, 2026

Marshall Financial Group, LLC holds $5,350,507 across 4 Information Technology Services names. IBM ranks #4 (4.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	INOD	Innodata Inc	95,923	$3,704,546
2	INFY	Infosys Ltd	62,998	$851,102
3	IT	Gartner Inc	3,532	$559,256
4	IBM	International Business Machines Corp This page	972	$235,603

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$235,603	972	—	Shares	Sole	2026-04-13
No filing history on record for this holder in this stock.