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WESPAC Advisors SoCal, LLC

SEC CIK
0001668188
Latest filing
Jul 16, 2026

IBM holding history

International Business Machines Corp in every 13F filed by WESPAC Advisors SoCal, 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)
8,306
Value
$2.34M
% of portfolio
0.4%
Quarters held
6
Since Q1 2025
Holdings of IBM by WESPAC Advisors SoCal, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20268,306$2.34M0.4%+63+0.8%AddedHolders
Q1 20268,243$2.00M0.4%−589−6.7%ReducedHolders
Q4 20258,832$2.62M0.5%+1,010+12.9%AddedHolders
Q3 20257,822$2.21M0.4%+301+4.0%AddedHolders
Q2 20257,521$2.22M0.5%+359+5.0%AddedHolders
Q1 20257,162$1.78M0.5%+7,162NewHolders