Boston Private Wealth LLC

SEC CIK: 0001626116
Latest filing: Jul 17, 2026

SEC filings (opens in a new tab)

IBM holding history

International Business Machines Corp in every 13F filed by Boston Private Wealth 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): 26,454
Value: $7.44M
% of portfolio: 0.5%
Quarters held: 20; Since Q1 2021

Holdings of IBM by Boston Private Wealth LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	26,454	$7.44M	0.5%	−1,564−5.6%	Reduced	Holders
Q1 2026	28,018	$6.79M	0.4%	−9,232−24.8%	Reduced	Holders
Q4 2025	37,250	$11.0M	0.7%	−4,228−10.2%	Reduced	Holders
Q3 2025	41,478	$11.7M	0.6%	−7,290−14.9%	Reduced	Holders
Q2 2025	48,768	$14.4M	0.8%	+48,768	New	Holders
Q1 2025	0	$0	0.0%	−113,887−100.0%	Sold out	Holders
Q4 2024	113,887	$25.0M	0.5%	+113,887	New	Holders
Q3 2024	0	$0	0.0%	−125,402−100.0%	Sold out	Holders
Q2 2024	125,402	$21.7M	0.5%	−7,213−5.4%	Reduced	Holders
Q1 2024	132,615	$25.3M	0.6%	−10,802−7.5%	Reduced	Holders
Q4 2023	143,417	$23.5M	0.6%	−34,186−19.2%	Reduced	Holders
Q3 2023	177,603	$24.9M	0.5%	−15,880−8.2%	Reduced	Holders
Q2 2023	193,483	$25.9M	0.5%	−37,361−16.2%	Reduced	Holders
Q1 2023	230,844	$30.3M	0.4%	+4,324+1.9%	Added	Holders
Q4 2022	226,520	$31.9M	0.4%	−2,860−1.2%	Reduced	Holders
Q3 2022	229,380	$27.3M	0.4%	−3,670−1.6%	Reduced	Holders
Q2 2022	233,050	$32.9M	0.5%	−8,390−3.5%	Reduced	Holders
Q1 2022	241,440	$31.4M	0.4%	+6,510+2.8%	Added	Holders
Q4 2021	234,930	$31.4M	0.5%	−3,141−1.3%	Reduced	Holders
Q3 2021	238,071	$33.1M	0.4%	+8,343+3.6%	Added	Holders
Q2 2021	229,728	$33.7M	0.4%	+27,745+13.7%	Added	Holders
Q1 2021	201,983	$26.9M	0.4%	–	–	Holders

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