Principle Wealth Partners LLC

SEC CIK: 0001743413
Latest filing: Aug 7, 2026

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IBM holding history

International Business Machines Corp in every 13F filed by Principle Wealth Partners 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): 58,883
Value: $16.6M
% of portfolio: 0.8%
Quarters held: 22; Since Q1 2021

Holdings of IBM by Principle Wealth Partners LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	58,883	$16.6M	0.8%	−262−0.4%	Reduced	Holders
Q1 2026	59,145	$14.3M	0.8%	+121+0.2%	Added	Holders
Q4 2025	59,024	$17.5M	1.0%	+2,379+4.2%	Added	Holders
Q3 2025	56,645	$16.0M	0.9%	+350+0.6%	Added	Holders
Q2 2025	56,295	$16.6M	1.0%	+390+0.7%	Added	Holders
Q1 2025	55,905	$13.9M	1.0%	−1,219−2.1%	Reduced	Holders
Q4 2024	57,124	$12.6M	0.9%	−221−0.4%	Reduced	Holders
Q3 2024	57,345	$12.7M	0.9%	−652−1.1%	Reduced	Holders
Q2 2024	57,997	$10.0M	0.8%	+805+1.4%	Added	Holders
Q1 2024	57,192	$10.9M	0.9%	+465+0.8%	Added	Holders
Q4 2023	56,727	$9.28M	0.8%	+733+1.3%	Added	Holders
Q3 2023	55,994	$7.86M	0.8%	+360+0.6%	Added	Holders
Q2 2023	55,634	$7.44M	0.7%	+2,475+4.7%	Added	Holders
Q1 2023	53,159	$6.97M	0.7%	+685+1.3%	Added	Holders
Q4 2022	52,474	$7.39M	0.8%	+290+0.6%	Added	Holders
Q3 2022	52,184	$6.20M	0.8%	+1,700+3.4%	Added	Holders
Q2 2022	50,484	$7.13M	0.9%	+1,107+2.2%	Added	Holders
Q1 2022	49,377	$6.42M	0.7%	+1,927+4.1%	Added	Holders
Q4 2021	47,450	$6.34M	0.7%	+2,053+4.5%	Added	Holders
Q3 2021	45,397	$6.31M	0.7%	−865−1.9%	Reduced	Holders
Q2 2021	46,262	$6.78M	0.8%	+981+2.2%	Added	Holders
Q1 2021	45,281	$6.03M	0.7%	–	–	Holders

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