Virginia Estate & Retirement Planning Advisors Inc.

Pension

Position in IBM — International Business Machines Corp

CIK 2115327 GLEN ALLEN, VA

Back to IBM Full portfolio

Position in IBM

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$53,711

+$7,657 QoQ

Shares Held

191

+0.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.34%

of 13F equity value

Holder Rank

#3,519

of 3,616 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Common Shares in IBM Over Time

Shares Held

Position Value (USD)

Position in Information Technology Services

Technology · as of Jun 30, 2026

Virginia Estate & Retirement Planning Advisors Inc. holds $60,010 across 2 Information Technology Services names. IBM ranks #1 (89.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	IBM	International Business Machines Corp This page	191	$53,711
2	BR	Broadridge Financial Solutions, Inc.	46	$6,299

All Filings in IBM

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2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$53,711	191	+0.5%	Shares	Sole	2026-07-28
2026-03-31	$46,054	190	—	Shares	Sole	2026-05-12
No filing history on record for this holder in this stock.