Wagner Wealth Management, LLC

SEC CIK: 0001728657
Latest filing: Jul 24, 2026

SEC filings (opens in a new tab)

IBM holding history

International Business Machines Corp in every 13F filed by Wagner 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 overview All 13F holders of IBM Full Q2 2026 holdings

Shares (Q2 2026): 9,648
Value: $2.71M
% of portfolio: 0.5%
Quarters held: 22; Since Q1 2021

Holdings of IBM by Wagner Wealth Management, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	9,648	$2.71M	0.5%	+184+1.9%	Added	Holders
Q1 2026	9,464	$2.29M	0.5%	+512+5.7%	Added	Holders
Q4 2025	8,952	$2.65M	0.6%	−2,570−22.3%	Reduced	Holders
Q3 2025	11,522	$3.25M	0.8%	−13−0.1%	Reduced	Holders
Q2 2025	11,535	$3.40M	0.8%	+235+2.1%	Added	Holders
Q1 2025	11,300	$2.81M	0.7%	+110+1.0%	Added	Holders
Q4 2024	11,190	$2.46M	0.6%	+389+3.6%	Added	Holders
Q3 2024	10,801	$2.39M	0.6%	−2,161−16.7%	Reduced	Holders
Q2 2024	12,962	$2.24M	0.7%	−3,098−19.3%	Reduced	Holders
Q1 2024	16,060	$3.07M	0.9%	−5,614−25.9%	Reduced	Holders
Q4 2023	21,674	$3.54M	1.2%	−701−3.1%	Reduced	Holders
Q3 2023	22,375	$3.14M	1.2%	+311+1.4%	Added	Holders
Q2 2023	22,064	$2.95M	1.1%	−1,428−6.1%	Reduced	Holders
Q1 2023	23,492	$3.08M	1.4%	−8,367−26.3%	Reduced	Holders
Q4 2022	31,859	$4.49M	2.8%	+2,761+9.5%	Added	Holders
Q3 2022	29,098	$3.46M	2.6%	+1,411+5.1%	Added	Holders
Q2 2022	27,687	$3.91M	3.1%	+8,058+41.1%	Added	Holders
Q1 2022	19,629	$2.55M	1.8%	+88+0.5%	Added	Holders
Q4 2021	19,541	$2.61M	2.0%	+2,019+11.5%	Added	Holders
Q3 2021	17,522	$2.19M	1.7%	+810+4.8%	Added	Holders
Q2 2021	16,712	$2.45M	1.8%	+4,847+40.9%	Added	Holders
Q1 2021	11,865	$1.58M	1.2%	–	–	Holders

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