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Livermore
Livermore
ZHEN

Trinity Wealth Management, LLC

SEC CIK
0001685364
Latest filing
Jul 7, 2026

IBM holding history

International Business Machines Corp in every 13F filed by Trinity 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 overviewAll 13F holders of IBMFull Q2 2026 holdings

Shares (Q2 2026)
1,695
Value
$476.8K
% of portfolio
0.2%
Quarters held
21
Since Q1 2021
Holdings of IBM by Trinity Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,695$476.8K0.2%+38+2.3%AddedHolders
Q1 20261,657$401.7K0.1%−15−0.9%ReducedHolders
Q4 20251,672$495.2K0.2%+9+0.5%AddedHolders
Q3 20251,663$469.1K0.2%−1−0.1%ReducedHolders
Q2 20251,664$490.4K0.2%+8+0.5%AddedHolders
Q1 20251,656$411.7K0.2%+8+0.5%AddedHolders
Q4 20241,648$362.2K0.2%+4+0.2%AddedHolders
Q3 20241,644$363.4K0.2%00.0%UnchangedHolders
Q2 20241,644$284.3K0.1%00.0%UnchangedHolders
Q1 20241,644$313.9K0.2%00.0%UnchangedHolders
Q4 20231,644$268.8K0.2%00.0%UnchangedHolders
Q3 20231,644$230.6K0.1%00.0%UnchangedHolders
Q2 20231,644$219.9K0.1%00.0%UnchangedHolders
Q1 20231,644$215.5K0.1%00.0%UnchangedHolders
Q4 20221,644$231.6K0.2%+1,644NewHolders
Q3 20220$00.0%−1,644−100.0%Sold outHolders
Q2 20221,644$232.0K0.2%00.0%UnchangedHolders
Q1 20221,644$214.0K0.2%00.0%UnchangedHolders
Q4 20211,644$220.0K0.2%00.0%UnchangedHolders
Q3 20211,644$228.0K0.2%00.0%UnchangedHolders
Q2 20211,644$241.0K0.2%00.0%UnchangedHolders
Q1 20211,644$219.0K0.2%––Holders

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