Segment Wealth Management, LLC

SEC CIK: 0001575581
Latest filing: Jul 16, 2026

SEC filings (opens in a new tab)

IBM holding history

International Business Machines Corp in every 13F filed by Segment 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): 858
Value: $241.3K
% of portfolio: <0.1%
Quarters held: 3; Since Q4 2025

Holdings of IBM by Segment Wealth Management, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	858	$241.3K	<0.1%	−217−20.2%	Reduced	Holders
Q1 2026	1,075	$260.6K	<0.1%	−110−9.3%	Reduced	Holders
Q4 2025	1,185	$351.0K	<0.1%	+1,185	New	Holders