RSM US Wealth Management LLC

SEC CIK: 0001679031
Latest filing: Aug 4, 2026

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IBM holding history

International Business Machines Corp in every 13F filed by RSM US Wealth Management LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

IBM overview All 13F holders of IBM Full Q2 2026 holdings

Shares (Q2 2026): 47,599
Value: $13.4M
% of portfolio: 0.1%
Quarters held: 22; Since Q1 2021

Holdings of IBM by RSM US Wealth Management LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	47,599	$13.4M	0.1%	+555+1.2%	Added	Holders
Q1 2026	47,044	$11.4M	0.1%	+1,207+2.6%	Added	Holders
Q4 2025	45,837	$13.8M	0.2%	−761−1.6%	Reduced	Holders
Q3 2025	46,598	$13.1M	0.2%	−1,888−3.9%	Reduced	Holders
Q2 2025	48,486	$14.3M	0.2%	+1,038+2.2%	Added	Holders
Q1 2025	47,448	$11.8M	0.2%	−1,510−3.1%	Reduced	Holders
Q4 2024	48,958	$10.8M	0.2%	−1,703−3.4%	Reduced	Holders
Q3 2024	50,661	$11.1M	0.2%	+2,733+5.7%	Added	Holders
Q2 2024	47,928	$8.39M	0.1%	+11,837+32.8%	Added	Holders
Q1 2024	36,091	$6.89M	0.2%	−601−1.6%	Reduced	Holders
Q4 2023	36,692	$6.00M	0.2%	+17,331+89.5%	Added	Holders
Q3 2023	19,361	$2.72M	0.1%	+220+1.1%	Added	Holders
Q2 2023	19,141	$2.56M	0.1%	−508−2.6%	Reduced	Holders
Q1 2023	19,649	$2.58M	0.1%	+13,548+222.1%	Added	Holders
Q4 2022	6,101	$861.5K	<0.1%	+382+6.7%	Added	Holders
Q3 2022	5,719	$679.0K	<0.1%	+186+3.4%	Added	Holders
Q2 2022	5,533	$781.0K	<0.1%	+35+0.6%	Added	Holders
Q1 2022	5,498	$715.0K	<0.1%	−404−6.8%	Reduced	Holders
Q4 2021	5,902	$789.0K	<0.1%	−2,733−31.7%	Reduced	Holders
Q3 2021	8,635	$1.20M	0.1%	+653+8.2%	Added	Holders
Q2 2021	7,982	$1.17M	0.1%	−609−7.1%	Reduced	Holders
Q1 2021	8,591	$1.15M	0.1%	–	–	Holders

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