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Livermore
Livermore
ZHEN

Aries Wealth Management

SEC CIK
0001729515
Latest filing
Jul 24, 2026

IBM holding history

International Business Machines Corp in every 13F filed by Aries Wealth Management, 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)
11,537
Value
$3.24M
% of portfolio
0.6%
Quarters held
21
Since Q1 2021
Holdings of IBM by Aries Wealth Management, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202611,537$3.24M0.6%+100+0.9%AddedHolders
Q1 202611,437$2.77M0.6%−80−0.7%ReducedHolders
Q4 202511,517$3.41M0.8%+80+0.7%AddedHolders
Q3 202511,437$3.23M0.8%00.0%UnchangedHolders
Q2 202511,437$3.37M0.9%−750−6.2%ReducedHolders
Q1 202512,187$3.03M0.8%+550+4.7%AddedHolders
Q4 202411,637$2.56M0.7%00.0%UnchangedHolders
Q3 202411,637$2.57M0.7%00.0%UnchangedHolders
Q2 202411,637$2.01M0.6%00.0%UnchangedHolders
Q1 202411,637$2.22M0.7%00.0%UnchangedHolders
Q4 202311,637$1.90M0.7%−25−0.2%ReducedHolders
Q3 202311,662$1.62M0.6%+25+0.2%AddedHolders
Q2 202311,637$1.56M0.6%−150−1.3%ReducedHolders
Q1 202311,787$1.55M0.6%00.0%UnchangedHolders
Q4 202211,787$1.66M0.7%00.0%UnchangedHolders
Q3 202211,787$1.63M0.7%00.0%UnchangedHolders
Q2 202211,787$1.66M0.8%+11,787NewHolders
Q1 20220$00.0%−11,787−100.0%Sold outHolders
Q4 202111,787$1.57M0.6%00.0%UnchangedHolders
Q3 202111,787$1.64M0.7%−100−0.8%ReducedHolders
Q2 202111,887$1.74M0.7%−100−0.8%ReducedHolders
Q1 202111,987$1.59M0.7%––Holders

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