Avidian Wealth Solutions, LLC

SEC CIK: 0001471474
Latest filing: Jul 24, 2026

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IBM holding history

International Business Machines Corp in every 13F filed by Avidian Wealth Solutions, 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): 10,579
Value: $2.97M
% of portfolio: 0.1%
Quarters held: 22; Since Q1 2021

Holdings of IBM by Avidian Wealth Solutions, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	10,579	$2.97M	0.1%	+388+3.8%	Added	Holders
Q1 2026	10,191	$2.47M	0.1%	+1,723+20.3%	Added	Holders
Q4 2025	8,468	$2.51M	0.1%	+131+1.6%	Added	Holders
Q3 2025	8,337	$2.35M	0.1%	+277+3.4%	Added	Holders
Q2 2025	8,060	$2.38M	0.1%	−289−3.5%	Reduced	Holders
Q1 2025	8,349	$2.08M	0.1%	+544+7.0%	Added	Holders
Q4 2024	7,805	$1.72M	0.1%	+179+2.3%	Added	Holders
Q3 2024	7,626	$1.69M	0.1%	+620+8.8%	Added	Holders
Q2 2024	7,006	$1.21M	0.1%	−473−6.3%	Reduced	Holders
Q1 2024	7,479	$1.43M	0.1%	−858−10.3%	Reduced	Holders
Q4 2023	8,337	$1.36M	0.1%	+30+0.4%	Added	Holders
Q3 2023	8,307	$1.17M	0.1%	−1,961−19.1%	Reduced	Holders
Q2 2023	10,268	$1.37M	0.1%	−6,439−38.5%	Reduced	Holders
Q1 2023	16,707	$2.19M	0.1%	+382+2.3%	Added	Holders
Q4 2022	16,325	$2.30M	0.1%	+2,040+14.3%	Added	Holders
Q3 2022	14,285	$1.70M	0.1%	−101−0.7%	Reduced	Holders
Q2 2022	14,386	$2.03M	0.1%	+1,152+8.7%	Added	Holders
Q1 2022	13,234	$1.72M	0.1%	+165+1.3%	Added	Holders
Q4 2021	13,069	$1.75M	0.1%	+2,810+27.4%	Added	Holders
Q3 2021	10,259	$1.43M	0.1%	+1,108+12.1%	Added	Holders
Q2 2021	9,151	$1.34M	0.1%	−1,184−11.5%	Reduced	Holders
Q1 2021	10,335	$1.38M	0.1%	–	–	Holders

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