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Livermore
Livermore
ZHEN

Wealthspire Advisors, LLC

SEC CIK
0001646247
Latest filing
Aug 11, 2026

IBM holding history

International Business Machines Corp in every 13F filed by Wealthspire Advisors, 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)
55,000
Value
$15.5M
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of IBM by Wealthspire Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202655,000$15.5M0.1%+14,584+36.1%AddedHolders
Q1 202640,416$9.80M0.1%+1,032+2.6%AddedHolders
Q4 202539,384$11.7M0.1%−23,670−37.5%ReducedHolders
Q3 202563,054$17.8M0.1%−7,012−10.0%ReducedHolders
Q2 202570,066$20.7M0.1%+12,114+20.9%AddedHolders
Q1 202557,952$14.4M0.1%+30,369+110.1%AddedHolders
Q4 202427,583$6.06M0.1%+1,241+4.7%AddedHolders
Q3 202426,342$5.82M0.1%+1,156+4.6%AddedHolders
Q2 202425,186$4.36M0.1%−103−0.4%ReducedHolders
Q1 202425,289$4.83M0.1%+221+0.9%AddedHolders
Q4 202325,068$4.10M0.1%−1,000−3.8%ReducedHolders
Q3 202326,068$3.66M0.1%+3,534+15.7%AddedHolders
Q2 202322,534$3.02M<0.1%−900−3.8%ReducedHolders
Q1 202323,434$3.07M0.1%−2,662−10.2%ReducedHolders
Q4 202226,096$3.68M0.1%+8,406+47.5%AddedHolders
Q3 202217,690$2.10M<0.1%+2,795+18.8%AddedHolders
Q2 202214,895$2.10M<0.1%−337−2.2%ReducedHolders
Q1 202215,232$1.98M<0.1%−3,263−17.6%ReducedHolders
Q4 202118,495$2.47M0.1%−2,845−13.3%ReducedHolders
Q3 202121,340$2.96M0.1%+6,456+43.4%AddedHolders
Q2 202114,884$2.18M0.1%−10,264−40.8%ReducedHolders
Q1 202125,148$3.35M0.1%––Holders

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