VALLEY WEALTH MANAGERS, INC.
Position in IBM — International Business Machines Corp
CIK 924166
PARAMUS, NJ
Position in IBM
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$4,496,334
-$961,334 QoQ
Shares Held
18,550
+0.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 66.71159029649596.ToString("F0")%
Shared 0.ToString("F0")%
None 33.288409703504044.ToString("F0")%
Common Shares in IBM Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Mar 31, 2026VALLEY WEALTH MANAGERS, INC. holds $42,481,195 across 4 Information Technology Services names. IBM ranks #3 (10.6% of the industry book) .
All Filings in IBM
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,496,334 | 18,550 | Shares | Defined | 2026-05-06 | |
| 2025-12-31 | $5,457,668 | 18,425 | Shares | Defined | 2026-02-04 | |
| 2025-09-30 | $5,326,333 | 18,877 | Shares | Defined | 2025-11-03 | |
| 2025-06-30 | $5,428,962 | 18,417 | Shares | Defined | 2025-08-06 | |
| 2025-03-31 | $4,658,644 | 18,735 | Shares | Defined | 2025-05-07 | |
| 2024-12-31 | $4,692,490 | 21,346 | Shares | Defined | 2025-01-31 | |
| 2024-09-30 | $5,072,901 | 22,946 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $4,079,025 | 23,585 | Shares | Defined | 2024-08-08 | |
| 2024-03-31 | $4,839,116 | 25,341 | Shares | Defined | 2024-05-03 | |
| 2023-12-31 | $4,627,156 | 28,292 | Shares | Defined | 2024-02-07 | |
| 2023-09-30 | $4,179,536 | 29,790 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $4,198,555 | 31,377 | Shares | Defined | 2023-07-28 | |
| 2023-03-31 | $4,251,117 | 32,429 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $4,391,681 | 31,171 | Shares | Defined | 2023-02-01 | |
| 2022-09-30 | $3,782,671 | 31,838 | Shares | Defined | 2022-11-09 | |
| 2022-06-30 | $4,309,117 | 30,520 | Shares | Defined | 2022-11-16 | |
| 2022-03-31 | $3,825,578 | 29,423 | Shares | Other | 2022-05-02 | |
| 2021-12-31 | $3,628,735 | 27,149 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $3,462,093 | 26,066 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $3,618,081 | 25,817 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $3,118,104 | 24,475 | Shares | Sole | 2021-04-22 | |
| 2020-12-31 | $2,755,400 | 22,896 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $2,458,872 | 21,139 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $2,450,960 | 21,228 | Shares | Sole | 2020-07-28 | |
| 2020-03-31 | $2,238,961 | 21,112 | Shares | Sole | 2020-04-24 | |
| No filing history on record for this holder in this stock. | ||||||