Valued Wealth Advisors LLC

Position in IBM — International Business Machines Corp

CIK 2007175 HOLLADAY, UT

Position in IBM

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$48,086

+$2,275 QoQ

Shares Held

171

-9.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.29%

of 13F equity value

Holder Rank

#3,513

of 3,604 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Valued Wealth Advisors LLC holds $74,110 across 9 Information Technology Services names. IBM ranks #1 (64.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	IBM	International Business Machines Corp This page	171	$48,086
2	BR	Broadridge Financial Solutions, Inc.	117	$16,023
3	DXC	DXC Technology Co	330	$2,920
4	ACN	Accenture plc	13	$1,617
5	PENG	Penguin Solutions, Inc.	18	$1,368
6	CTSH	Cognizant Technology Solutions Corp	34	$1,316
7	KD	Kyndryl Holdings, Inc.	110	$1,244
8	CDW	CDW Corp	8	$1,125

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$48,086	171	-9.5%	Shares	Sole	2026-07-21
2026-03-31	$45,811	189	+12.5%	Shares	Sole	2026-04-30
2025-12-31	$49,763	168	+5.0%	Shares	Sole	2026-01-30
2025-09-30	$45,145	160	-2.4%	Shares	Sole	2025-10-29
2025-06-30	$48,343	164	+1.2%	Shares	Sole	2025-08-06
2025-03-31	$40,282	162	+3.2%	Shares	Sole	2025-05-01
2024-12-31	$34,513	157	+134.3%	Shares	Sole	2025-01-22
2024-09-30	$14,812	67	+24.1%	Shares	Sole	2024-10-28
2024-06-30	$9,339	54	+31.7%	Shares	Sole	2024-07-17
2024-03-31	$7,829	41	+13.9%	Shares	Sole	2024-04-30
2023-12-31	$5,887	36	—	Shares	Sole	2024-01-08
No filing history on record for this holder in this stock.