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Livermore
Livermore
ZHEN

McDaniel Terry & Co

SEC CIK
0001104366
Latest filing
Jul 30, 2026

IBM holding history

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

IBM overviewAll 13F holders of IBMFull Q2 2026 holdings

Shares (Q2 2026)
1,988
Value
$559.0K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of IBM by McDaniel Terry & Co, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,988$559.0K<0.1%00.0%UnchangedHolders
Q1 20261,988$481.9K<0.1%+200+11.2%AddedHolders
Q4 20251,788$529.6K<0.1%−1,197−40.1%ReducedHolders
Q3 20252,985$842.2K0.1%00.0%UnchangedHolders
Q2 20252,985$879.9K0.1%−15−0.5%ReducedHolders
Q1 20253,000$746.0K0.1%+10+0.3%AddedHolders
Q4 20242,990$657.0K0.1%00.0%UnchangedHolders
Q3 20242,990$661.0K0.1%+5+0.2%AddedHolders
Q2 20242,985$516.0K<0.1%−89−2.9%ReducedHolders
Q1 20243,074$587.0K0.1%−291−8.6%ReducedHolders
Q4 20233,365$550.0K0.1%00.0%UnchangedHolders
Q3 20233,365$472.0K<0.1%00.0%UnchangedHolders
Q2 20233,365$450.0K<0.1%00.0%UnchangedHolders
Q1 20233,365$441.0K<0.1%00.0%UnchangedHolders
Q4 20223,365$474.0K0.1%00.0%UnchangedHolders
Q3 20223,365$400.0K0.1%00.0%UnchangedHolders
Q2 20223,365$475.0K0.1%00.0%UnchangedHolders
Q1 20223,365$438.0K<0.1%00.0%UnchangedHolders
Q4 20213,365$450.0K<0.1%00.0%UnchangedHolders
Q3 20213,365$467.0K0.1%00.0%UnchangedHolders
Q2 20213,365$493.0K0.1%00.0%UnchangedHolders
Q1 20213,365$448.0K0.1%––Holders

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