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MinichMacGregor Wealth Management, LLC

SEC CIK
0001744318
Latest filing
Jul 16, 2026

IBM holding history

International Business Machines Corp in every 13F filed by MinichMacGregor 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)
1,006
Value
$283.2K
% of portfolio
<0.1%
Quarters held
7
Since Q4 2022
Holdings of IBM by MinichMacGregor Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,006$283.2K<0.1%+31+3.2%AddedHolders
Q1 2026975$236.5K<0.1%+63+6.9%AddedHolders
Q4 2025912$270.2K<0.1%+22+2.5%AddedHolders
Q3 2025890$251.0K<0.1%−648−42.1%ReducedHolders
Q2 20251,538$453.4K0.1%−54−3.4%ReducedHolders
Q1 20251,592$396.0K0.1%+1,592NewHolders
Q1 20230$00.0%−523−100.0%Sold outHolders
Q4 2022523$73.8K<0.1%+523NewHolders