VALLEY NATIONAL ADVISERS INC
Position in IBM — International Business Machines Corp
CIK 773411
BETHLEHEM, PA
Position in IBM
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$1,016,011
+$139,529 QoQ
Shares Held
3,613
-0.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#1,876
of 3,616 holders
Holding Since
Mar 2020
26 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, 2026VALLEY NATIONAL ADVISERS INC holds $2,243,487 across 13 Information Technology Services names. IBM ranks #2 (45.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BR |
Broadridge Financial Solutions, Inc.
|
8,678 | $1,188,452 | |
| 2 | IBM |
International Business Machines Corp
This page
|
3,613 | $1,016,011 | |
| 3 | JKHY |
Jack Henry & Associates Inc
|
136 | $18,732 | |
| 4 | ACN |
Accenture plc
|
72 | $8,959 | |
| 5 | CNXC |
Concentrix Corp
|
202 | $4,525 | |
| 6 | KD |
Kyndryl Holdings, Inc.
|
257 | $2,906 | |
| 7 | FIS |
Fidelity National Information Services, Inc.
|
52 | $2,021 | |
| 8 | CTSH |
Cognizant Technology Solutions Corp
|
20 | $774 |
All Filings in IBM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,016,011 | 3,613 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $876,482 | 3,616 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $1,040,881 | 3,514 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $994,896 | 3,526 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $1,089,212 | 3,695 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $864,342 | 3,476 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $792,047 | 3,603 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $3,062,179 | 13,851 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $2,489,442 | 14,394 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $624,821 | 3,272 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $515,836 | 3,154 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $370,392 | 2,640 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $303,079 | 2,265 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $314,484 | 2,399 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $462,682 | 3,284 | Shares | Sole | 2023-01-12 | |
| 2022-09-30 | $388,746 | 3,272 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $415,239 | 2,941 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $414,763 | 3,190 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $360,614 | 2,698 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $444,437 | 3,199 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $490,050 | 3,343 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $445,887 | 3,346 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $417,669 | 3,318 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $402,849 | 3,311 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $405,666 | 3,359 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $392,359 | 3,537 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||