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Livermore
Livermore
ZHEN

LWM Advisory Services, LLC

SEC CIK
0001697716
Latest filing
Aug 3, 2026

IBM holding history

International Business Machines Corp in every 13F filed by LWM Advisory Services, 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)
1,482
Value
$416.8K
% of portfolio
0.7%
Quarters held
19
Since Q4 2021
Holdings of IBM by LWM Advisory Services, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,482$416.8K0.7%−443−23.0%ReducedHolders
Q1 20261,925$466.8K0.5%−221−10.3%ReducedHolders
Q4 20252,146$635.9K0.4%−6−0.3%ReducedHolders
Q3 20252,152$608.5K0.4%−21−1.0%ReducedHolders
Q2 20252,173$640.8K0.4%−61−2.7%ReducedHolders
Q1 20252,234$555.8K0.4%−10−0.4%ReducedHolders
Q4 20242,244$493.3K0.3%+596+36.2%AddedHolders
Q3 20241,648$364.3K0.3%+373+29.3%AddedHolders
Q2 20241,275$220.5K0.2%−282−18.1%ReducedHolders
Q1 20241,557$297.3K0.2%−78−4.8%ReducedHolders
Q4 20231,635$267.4K0.2%00.0%UnchangedHolders
Q3 20231,635$229.6K0.2%00.0%UnchangedHolders
Q2 20231,635$218.2K0.2%−156−8.7%ReducedHolders
Q1 20231,791$235.0K0.3%+113+6.7%AddedHolders
Q4 20221,678$236.5K0.3%−772−31.5%ReducedHolders
Q3 20222,450$297.0K0.3%+263+12.0%AddedHolders
Q2 20222,187$308.0K0.4%−73−3.2%ReducedHolders
Q1 20222,260$294.0K0.4%+738+48.5%AddedHolders
Q4 20211,522$203.0K0.3%–No prior filingHolders