Circle Wealth Management, LLC

SEC CIK: 0001578242
Latest filing: Aug 12, 2026

SEC filings (opens in a new tab)

IBM holding history

International Business Machines Corp in every 13F filed by Circle 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 (Q3 2025): 0; Sold out in Q3 2025
Value: $0
% of portfolio: 0.0%
Quarters held: 2; Since Q1 2025

Holdings of IBM by Circle Wealth Management, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q3 2025	0	$0	0.0%	−2,759−100.0%	Sold out	Holders
Q2 2025	2,759	$813.3K	<0.1%	−29−1.0%	Reduced	Holders
Q1 2025	2,788	$693.3K	<0.1%	+2,788	New	Holders