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Livermore
Livermore
ZHEN

WealthPLAN Partners, LLC

SEC CIK
0001639943
Latest filing
Jul 28, 2026

IBM holding history

International Business Machines Corp in every 13F filed by WealthPLAN Partners, LLC, 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)
6,729
Value
$1.89M
% of portfolio
0.4%
Quarters held
20
Since Q1 2021
Holdings of IBM by WealthPLAN Partners, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20266,729$1.89M0.4%−3,234−32.5%ReducedHolders
Q1 20269,963$2.41M0.5%−3,999−28.6%ReducedHolders
Q4 202513,962$4.14M0.6%−1,228−8.1%ReducedHolders
Q3 202515,190$4.29M0.6%−957−5.9%ReducedHolders
Q2 202516,147$4.76M0.8%−6,074−27.3%ReducedHolders
Q1 202522,221$5.53M0.8%−90−0.4%ReducedHolders
Q4 202422,311$4.90M0.7%−1,367−5.8%ReducedHolders
Q3 202423,678$5.23M0.7%−5,571−19.0%ReducedHolders
Q2 202429,249$5.06M0.5%−895−3.0%ReducedHolders
Q1 202430,144$5.76M0.6%−14,854−33.0%ReducedHolders
Q4 202344,998$7.36M0.8%+826+1.9%AddedHolders
Q3 202344,172$6.20M0.7%+21,898+98.3%AddedHolders
Q2 202322,274$2.98M0.4%+19,274+642.5%AddedHolders
Q1 20233,000$393.3K<0.1%−1,505−33.4%ReducedHolders
Q4 20224,505$612.7K<0.1%–No prior filingHolders
Q2 2022––––Not filedHolders
Q1 20224,259$563.0K<0.1%+1,591+59.6%AddedHolders
Q4 20212,668$356.0K<0.1%−214−7.4%ReducedHolders
Q3 20212,882$350.0K<0.1%+25+0.9%AddedHolders
Q2 20212,857$406.0K<0.1%+347+13.8%AddedHolders
Q1 20212,510$366.0K<0.1%––Holders

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