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Livermore
Livermore
ZHEN

Schneider Downs Wealth Management Advisors, LP

SEC CIK
0001665359
Latest filing
Aug 5, 2026

IBM holding history

International Business Machines Corp in every 13F filed by Schneider Downs Wealth Management Advisors, LP, 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)
1,383
Value
$388.9K
% of portfolio
<0.1%
Quarters held
11
Since Q4 2023
Holdings of IBM by Schneider Downs Wealth Management Advisors, LP, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,383$388.9K<0.1%−75−5.1%ReducedHolders
Q1 20261,458$353.4K<0.1%00.0%UnchangedHolders
Q4 20251,458$431.9K<0.1%−100−6.4%ReducedHolders
Q3 20251,558$439.6K0.1%−3−0.2%ReducedHolders
Q2 20251,561$460.2K0.1%−53−3.3%ReducedHolders
Q1 20251,614$401.3K0.1%00.0%UnchangedHolders
Q4 20241,614$354.8K0.1%00.0%UnchangedHolders
Q3 20241,614$356.8K0.1%00.0%UnchangedHolders
Q2 20241,614$279.1K0.1%00.0%UnchangedHolders
Q1 20241,614$308.2K0.1%+68+4.4%AddedHolders
Q4 20231,546$252.8K0.1%+1,546NewHolders