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Livermore
Livermore
ZHEN

Cypress Wealth Services, LLC

SEC CIK
0001721527
Latest filing
Jul 10, 2026

IBM holding history

International Business Machines Corp in every 13F filed by Cypress Wealth 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)
5,410
Value
$1.52M
% of portfolio
0.2%
Quarters held
18
Since Q1 2021
Holdings of IBM by Cypress Wealth Services, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20265,410$1.52M0.2%−39−0.7%ReducedHolders
Q1 20265,449$1.32M0.2%+119+2.2%AddedHolders
Q4 20255,330$1.58M0.2%+3,473+187.0%AddedHolders
Q3 20251,857$524.0K0.1%+2+0.1%AddedHolders
Q2 20251,855$546.7K0.1%+368+24.7%AddedHolders
Q1 20251,487$369.7K0.1%+29+2.0%AddedHolders
Q4 20241,458$320.5K0.1%−9−0.6%ReducedHolders
Q3 20241,467$324.3K0.1%+71+5.1%AddedHolders
Q2 20241,396$241.5K0.1%+61+4.6%AddedHolders
Q1 20241,335$255.0K0.1%+13+1.0%AddedHolders
Q4 20231,322$216.3K0.1%−144−9.8%ReducedHolders
Q3 20231,466$205.7K0.1%+1,466NewHolders
Q2 20230$00.0%−1,564−100.0%Sold outHolders
Q1 20231,564$205.0K0.1%+11+0.7%AddedHolders
Q4 20221,553$218.8K0.1%+1,553NewHolders
Q3 20220$00.0%−1,556−100.0%Sold outHolders
Q2 20221,556$220.0K0.1%+1,556NewHolders
Q4 20210$00.0%−3,536−100.0%Sold outHolders
Q3 20213,536$491.0K0.1%−298−7.8%ReducedHolders
Q2 20213,834$562.0K0.2%−567−12.9%ReducedHolders
Q1 20214,401$586.0K0.1%––Holders

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