VALLEY WEALTH MANAGERS, INC.
Position in IBM — International Business Machines Corp
CIK 924166
PARAMUS, NJ
Position in IBM
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$5,393,607
+$897,273 QoQ
Shares Held
19,180
+3.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
#850
of 3,626 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 68%
Shared 0%
None 32%
Common Shares in IBM Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026VALLEY WEALTH MANAGERS, INC. holds $63,859,651 across 6 Information Technology Services names. IBM ranks #4 (8.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | INGM |
Ingram Micro Holding Corp
|
880,204 | $24,143,994 | |
| 2 | CACI |
Caci International Inc /De/
|
42,949 | $19,896,553 | |
| 3 | ACN |
Accenture plc
|
87,353 | $10,870,206 | |
| 4 | IBM |
International Business Machines Corp
This page
|
19,180 | $5,393,607 | |
| 5 | CTSH |
Cognizant Technology Solutions Corp
|
91,613 | $3,548,170 | |
| 6 | BR |
Broadridge Financial Solutions, Inc.
|
52 | $7,121 |
All Filings in IBM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,393,607 | 19,180 | Shares | Defined | 2026-08-04 | |
| 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 | $3,621,350 | 26,066 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $3,784,512 | 25,817 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $3,261,537 | 24,475 | Shares | Sole | 2021-04-22 | |
| 2020-12-31 | $2,882,149 | 22,896 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $2,571,980 | 21,139 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $2,563,705 | 21,228 | Shares | Sole | 2020-07-28 | |
| 2020-03-31 | $2,341,953 | 21,112 | Shares | Sole | 2020-04-24 | |
| No filing history on record for this holder in this stock. | ||||||