Modera Wealth Management, LLC

SEC CIK: 0001542143
Latest filing: Aug 3, 2026

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IBM holding history

International Business Machines Corp in every 13F filed by Modera Wealth Management, 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): 22,644
Value: $6.37M
% of portfolio: 0.1%
Quarters held: 22; Since Q1 2021

Holdings of IBM by Modera Wealth Management, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	22,644	$6.37M	0.1%	+1,294+6.1%	Added	Holders
Q1 2026	21,350	$5.17M	0.1%	−1,214−5.4%	Reduced	Holders
Q4 2025	22,564	$6.68M	0.1%	+1,214+5.7%	Added	Holders
Q3 2025	21,350	$6.02M	0.1%	−104−0.5%	Reduced	Holders
Q2 2025	21,454	$6.32M	0.1%	−86−0.4%	Reduced	Holders
Q1 2025	21,540	$5.36M	0.1%	+278+1.3%	Added	Holders
Q4 2024	21,262	$4.67M	0.1%	−1,152−5.1%	Reduced	Holders
Q3 2024	22,414	$4.96M	0.1%	+2,915+14.9%	Added	Holders
Q2 2024	19,499	$3.37M	<0.1%	+205+1.1%	Added	Holders
Q1 2024	19,294	$3.68M	0.1%	+1,731+9.9%	Added	Holders
Q4 2023	17,563	$2.87M	<0.1%	−20.0%	Reduced	Holders
Q3 2023	17,565	$2.46M	<0.1%	−2,537−12.6%	Reduced	Holders
Q2 2023	20,102	$2.69M	<0.1%	+7,874+64.4%	Added	Holders
Q1 2023	12,228	$1.60M	0.1%	+1,566+14.7%	Added	Holders
Q4 2022	10,662	$1.50M	0.1%	−548−4.9%	Reduced	Holders
Q3 2022	11,210	$1.33M	0.1%	+117+1.1%	Added	Holders
Q2 2022	11,093	$1.57M	0.1%	+60+0.5%	Added	Holders
Q1 2022	11,033	$1.43M	0.1%	−8,338−43.0%	Reduced	Holders
Q4 2021	19,371	$2.59M	0.1%	+7,589+64.4%	Added	Holders
Q3 2021	11,782	$1.64M	0.1%	+1,546+15.1%	Added	Holders
Q2 2021	10,236	$1.50M	0.1%	−268−2.6%	Reduced	Holders
Q1 2021	10,504	$1.40M	0.1%	–	–	Holders

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