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Livermore
Livermore
ZHEN

AE Wealth Management LLC

SEC CIK
0001697723
Latest filing
Aug 3, 2026

IBM holding history

International Business Machines Corp in every 13F filed by AE 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)
249,165
Value
$70.1M
% of portfolio
0.3%
Quarters held
22
Since Q1 2021
Holdings of IBM by AE Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026249,165$70.1M0.3%−20,691−7.7%ReducedHolders
Q1 2026269,856$65.4M0.4%+158,241+141.8%AddedHolders
Q4 2025111,615$33.1M0.2%+3,026+2.8%AddedHolders
Q3 2025108,589$30.6M0.2%+8,797+8.8%AddedHolders
Q2 202599,792$29.4M0.2%−11,357−10.2%ReducedHolders
Q1 2025111,149$27.6M0.2%−1,191−1.1%ReducedHolders
Q4 2024112,340$24.7M0.2%+2,664+2.4%AddedHolders
Q3 2024109,676$24.2M0.2%−3,810−3.4%ReducedHolders
Q2 2024113,486$19.6M0.2%−2,060−1.8%ReducedHolders
Q1 2024115,546$22.1M0.2%−133,171−53.5%ReducedHolders
Q4 2023248,717$46.6M0.2%−13,051−5.0%ReducedHolders
Q3 2023261,768$36.7M0.2%−3,643−1.4%ReducedHolders
Q2 2023265,411$35.5M0.2%−26,314−9.0%ReducedHolders
Q1 2023291,725$38.2M0.2%+26,751+10.1%AddedHolders
Q4 2022264,974$37.3M0.3%+30,676+13.1%AddedHolders
Q3 2022234,298$27.8M0.2%+24,042+11.4%AddedHolders
Q2 2022210,256$29.7M0.2%+35,552+20.3%AddedHolders
Q1 2022174,704$22.7M0.2%+18,050+11.5%AddedHolders
Q4 2021156,654$20.9M0.1%+14,064+9.9%AddedHolders
Q3 2021142,590$19.8M0.2%+13,960+10.9%AddedHolders
Q2 2021128,630$18.9M0.2%+16,619+14.8%AddedHolders
Q1 2021112,011$14.9M0.2%––Holders

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