Skip to main content
Livermore
Livermore
ZHEN

Heritage Wealth Advisors

SEC CIK
0001591122
Latest filing
Aug 14, 2026

IBM holding history

International Business Machines Corp in every 13F filed by Heritage Wealth Advisors, 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)
4,661
Value
$1.31M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of IBM by Heritage Wealth Advisors, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20264,661$1.31M<0.1%+450+10.7%AddedHolders
Q1 20264,211$1.02M<0.1%+445+11.8%AddedHolders
Q4 20253,766$1.12M<0.1%+41+1.1%AddedHolders
Q3 20253,725$1.05M<0.1%−10.0%ReducedHolders
Q2 20253,726$1.10M0.1%+10.0%AddedHolders
Q1 20253,725$926.3K<0.1%−62−1.6%ReducedHolders
Q4 20243,787$832.5K<0.1%−289−7.1%ReducedHolders
Q3 20244,076$901.1K<0.1%+351+9.4%AddedHolders
Q2 20243,725$644.2K<0.1%−463−11.1%ReducedHolders
Q1 20244,188$799.7K<0.1%−194−4.4%ReducedHolders
Q4 20234,382$716.7K<0.1%+210+5.0%AddedHolders
Q3 20234,172$585.3K<0.1%00.0%UnchangedHolders
Q2 20234,172$558.3K<0.1%−8−0.2%ReducedHolders
Q1 20234,180$548.0K<0.1%+8+0.2%AddedHolders
Q4 20224,172$587.8K<0.1%−20−0.5%ReducedHolders
Q3 20224,192$498.1K<0.1%−60−1.4%ReducedHolders
Q2 20224,252$600.0K<0.1%00.0%UnchangedHolders
Q1 20224,252$553.0K<0.1%−924−17.9%ReducedHolders
Q4 20215,176$692.0K<0.1%−20.0%ReducedHolders
Q3 20215,178$719.4K<0.1%+179+3.6%AddedHolders
Q2 20214,999$732.8K<0.1%−110−2.2%ReducedHolders
Q1 20215,109$680.8K<0.1%––Holders

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