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Livermore
Livermore
ZHEN

Summit Asset Management, LLC

SEC CIK
0001509974
Latest filing
Aug 6, 2026

IBM holding history

International Business Machines Corp in every 13F filed by Summit Asset Management, LLC, 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)
5,373
Value
$1.51M
% of portfolio
0.2%
Quarters held
22
Since Q1 2021
Holdings of IBM by Summit Asset Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20265,373$1.51M0.2%+26+0.5%AddedHolders
Q1 20265,347$1.30M0.2%00.0%UnchangedHolders
Q4 20255,347$1.58M0.2%00.0%UnchangedHolders
Q3 20255,347$1.51M0.2%00.0%UnchangedHolders
Q2 20255,347$1.58M0.3%00.0%UnchangedHolders
Q1 20255,347$1.33M0.2%00.0%UnchangedHolders
Q4 20245,347$1.18M0.2%−422−7.3%ReducedHolders
Q3 20245,769$1.28M0.2%00.0%UnchangedHolders
Q2 20245,769$997.7K0.2%−250−4.2%ReducedHolders
Q1 20246,019$1.15M0.2%00.0%UnchangedHolders
Q4 20236,019$984.4K0.2%00.0%UnchangedHolders
Q3 20236,019$844.4K0.2%−75−1.2%ReducedHolders
Q2 20236,094$815.4K0.2%00.0%UnchangedHolders
Q1 20236,094$798.8K0.2%00.0%UnchangedHolders
Q4 20226,094$858.6K0.2%−13−0.2%ReducedHolders
Q3 20226,107$726.0K0.2%−23−0.4%ReducedHolders
Q2 20226,130$865.0K0.3%−271−4.2%ReducedHolders
Q1 20226,401$832.0K0.2%+610+10.5%AddedHolders
Q4 20215,791$774.0K0.2%−472−7.5%ReducedHolders
Q3 20216,263$870.0K0.3%−30.0%ReducedHolders
Q2 20216,266$919.0K0.3%−135−2.1%ReducedHolders
Q1 20216,401$853.0K0.3%––Holders

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