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Moss Adams Wealth Advisors LLC

SEC CIK
0001661245
Latest filing
Jul 27, 2026

IBM holding history

International Business Machines Corp in every 13F filed by Moss Adams Wealth 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)
7,526
Value
$2.12M
% of portfolio
0.1%
Quarters held
15
Since Q4 2022
Holdings of IBM by Moss Adams Wealth Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20267,526$2.12M0.1%+62+0.8%AddedHolders
Q1 20267,464$1.81M0.1%+143+2.0%AddedHolders
Q4 20257,321$2.17M0.2%+130+1.8%AddedHolders
Q3 20257,191$2.03M0.2%−369−4.9%ReducedHolders
Q2 20257,560$2.23M0.2%+162+2.2%AddedHolders
Q1 20257,398$1.84M0.2%+592+8.7%AddedHolders
Q4 20246,806$1.50M0.2%−434−6.0%ReducedHolders
Q3 20247,240$1.60M0.2%+445+6.5%AddedHolders
Q2 20246,795$1.18M0.2%+127+1.9%AddedHolders
Q1 20246,668$1.27M0.2%+908+15.8%AddedHolders
Q4 20235,760$942.0K0.2%+569+11.0%AddedHolders
Q3 20235,191$728.3K0.2%+35+0.7%AddedHolders
Q2 20235,156$689.9K0.2%+32+0.6%AddedHolders
Q1 20235,124$671.7K0.2%+3,637+244.6%AddedHolders
Q4 20221,487$209.5K0.1%–No prior filingHolders