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Livermore
Livermore
ZHEN

Mascoma Wealth Management LLC

SEC CIK
0001695664
Latest filing
Jul 24, 2026

IBM holding history

International Business Machines Corp in every 13F filed by Mascoma 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)
795
Value
$223.6K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of IBM by Mascoma Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026795$223.6K<0.1%−8−1.0%ReducedHolders
Q1 2026803$194.7K<0.1%−38−4.5%ReducedHolders
Q4 2025841$249.2K0.1%+10+1.2%AddedHolders
Q3 2025831$234.5K0.1%00.0%UnchangedHolders
Q2 2025831$245.0K0.1%00.0%UnchangedHolders
Q1 2025831$206.7K0.1%−96−10.4%ReducedHolders
Q4 2024927$203.8K0.1%+96+11.6%AddedHolders
Q3 2024831$183.7K<0.1%00.0%UnchangedHolders
Q2 2024831$143.7K<0.1%−943−53.2%ReducedHolders
Q1 20241,774$338.8K0.1%+1+0.1%AddedHolders
Q4 20231,773$290.0K0.1%+1+0.1%AddedHolders
Q3 20231,772$248.7K0.1%+1+0.1%AddedHolders
Q2 20231,771$258.5K0.1%−1,168−39.7%ReducedHolders
Q1 20232,939$371.6K0.1%+51+1.8%AddedHolders
Q4 20222,888$406.9K0.1%−16−0.6%ReducedHolders
Q3 20222,904$345.0K0.1%+10.0%AddedHolders
Q2 20222,903$410.0K0.1%+101+3.6%AddedHolders
Q1 20222,802$364.0K0.1%+18+0.6%AddedHolders
Q4 20212,784$372.0K0.1%−134−4.6%ReducedHolders
Q3 20212,918$405.0K0.2%−44−1.5%ReducedHolders
Q2 20212,962$434.0K0.2%−399−11.9%ReducedHolders
Q1 20213,361$448.0K0.2%––Holders

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