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Livermore
Livermore
ZHEN

TRUE Private Wealth Advisors

SEC CIK
0001667074
Latest filing
Jul 23, 2026

IBM holding history

International Business Machines Corp in every 13F filed by TRUE Private Wealth Advisors, 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)
6,694
Value
$1.88M
% of portfolio
0.2%
Quarters held
22
Since Q1 2021
Holdings of IBM by TRUE Private Wealth Advisors, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20266,694$1.88M0.2%−9−0.1%ReducedHolders
Q1 20266,703$1.62M0.2%−151−2.2%ReducedHolders
Q4 20256,854$2.03M0.2%−324−4.5%ReducedHolders
Q3 20257,178$2.03M0.2%+465+6.9%AddedHolders
Q2 20256,713$1.98M0.2%+673+11.1%AddedHolders
Q1 20256,040$1.50M0.2%−290−4.6%ReducedHolders
Q4 20246,330$1.39M0.2%−30.0%ReducedHolders
Q3 20246,333$1.40M0.2%−194−3.0%ReducedHolders
Q2 20246,527$1.13M0.1%+80+1.2%AddedHolders
Q1 20246,447$1.23M0.1%+765+13.5%AddedHolders
Q4 20235,682$929.3K0.1%−50−0.9%ReducedHolders
Q3 20235,732$804.1K0.1%+318+5.9%AddedHolders
Q2 20235,414$724.4K0.1%+3+0.1%AddedHolders
Q1 20235,411$709.4K0.1%−338−5.9%ReducedHolders
Q4 20225,749$810.0K0.1%+11+0.2%AddedHolders
Q3 20225,738$681.0K0.1%−736−11.4%ReducedHolders
Q2 20226,474$914.0K0.1%+20.0%AddedHolders
Q1 20226,472$889.0K0.1%+10.0%AddedHolders
Q4 20216,471$864.0K0.1%+796+14.0%AddedHolders
Q3 20215,675$788.0K0.1%+10.0%AddedHolders
Q2 20215,674$831.0K0.1%−23−0.4%ReducedHolders
Q1 20215,697$759.0K0.1%––Holders

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