Clearstead Advisors, LLC

SEC CIK: 0000842775
Latest filing: Aug 6, 2026

SEC filings (opens in a new tab)

IBM holding history

International Business Machines Corp in every 13F filed by Clearstead Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

IBM overview All 13F holders of IBM Full Q2 2026 holdings

Shares (Q2 2026): 45,993
Value: $12.9M
% of portfolio: 0.1%
Quarters held: 22; Since Q1 2021

Holdings of IBM by Clearstead Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	45,993	$12.9M	0.1%	−4,298−8.5%	Reduced	Holders
Q1 2026	50,291	$12.2M	0.1%	+7,649+17.9%	Added	Holders
Q4 2025	42,642	$12.6M	0.2%	+1,100+2.6%	Added	Holders
Q3 2025	41,542	$11.7M	0.2%	−478−1.1%	Reduced	Holders
Q2 2025	42,020	$12.4M	0.2%	+409+1.0%	Added	Holders
Q1 2025	41,611	$10.3M	0.2%	−509−1.2%	Reduced	Holders
Q4 2024	42,120	$9.26M	0.1%	+241+0.6%	Added	Holders
Q3 2024	41,879	$9.26M	0.1%	−223−0.5%	Reduced	Holders
Q2 2024	42,102	$7.28M	0.1%	+26,267+165.9%	Added	Holders
Q1 2024	15,835	$2.65M	0.1%	−332−2.1%	Reduced	Holders
Q4 2023	16,167	$2.64M	0.1%	+1,512+10.3%	Added	Holders
Q3 2023	14,655	$2.06M	0.1%	−502−3.3%	Reduced	Holders
Q2 2023	15,157	$2.03M	0.1%	+424+2.9%	Added	Holders
Q1 2023	14,733	$1.93M	0.1%	−89−0.6%	Reduced	Holders
Q4 2022	14,822	$2.09M	0.2%	−367−2.4%	Reduced	Holders
Q3 2022	15,189	$1.80M	0.2%	−3,660−19.4%	Reduced	Holders
Q2 2022	18,849	$2.66M	0.2%	+1,230+7.0%	Added	Holders
Q1 2022	17,619	$2.29M	0.2%	+398+2.3%	Added	Holders
Q4 2021	17,221	$2.30M	0.2%	−102−0.6%	Reduced	Holders
Q3 2021	17,323	$2.41M	0.2%	+1,063+6.5%	Added	Holders
Q2 2021	16,260	$2.38M	0.2%	+598+3.8%	Added	Holders
Q1 2021	15,662	$2.09M	0.2%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.