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Centric Wealth Management

SEC CIK
0001752761
Latest filing
Aug 6, 2026

IBM holding history

International Business Machines Corp in every 13F filed by Centric 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)
2,234
Value
$512.7K
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of IBM by Centric Wealth Management, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,234$512.7K0.1%00.0%UnchangedHolders
Q1 20262,234$512.7K0.1%−128−5.4%ReducedHolders
Q4 20252,362$743.3K0.2%+10.0%AddedHolders
Q3 20252,361$725.9K0.2%−9−0.4%ReducedHolders
Q2 20252,370$574.1K0.1%+76+3.3%AddedHolders
Q1 20252,294$570.5K0.1%+10.0%AddedHolders
Q4 20242,293$504.2K0.1%00.0%UnchangedHolders
Q3 20242,293$489.7K0.1%−105−4.4%ReducedHolders
Q2 20242,398$459.8K0.1%+492+25.8%AddedHolders
Q1 20241,906$316.8K0.1%+143+8.1%AddedHolders
Q4 20231,763$323.4K0.1%+20+1.1%AddedHolders
Q3 20231,743$244.5K0.1%+1+0.1%AddedHolders
Q2 20231,742$231.5K0.1%−29−1.6%ReducedHolders
Q1 20231,771$232.1K0.1%−302−14.6%ReducedHolders
Q4 20222,073$292.0K0.1%+304+17.2%AddedHolders
Q3 20221,769$210.0K0.1%−13−0.7%ReducedHolders
Q2 20221,782$252.0K0.1%−1,561−46.7%ReducedHolders
Q1 20223,343$435.0K0.1%+10.0%AddedHolders
Q4 20213,342$447.0K0.1%−213−6.0%ReducedHolders
Q3 20213,555$494.0K0.2%−16−0.4%ReducedHolders
Q2 20213,571$523.0K0.2%−20,156−84.9%ReducedHolders
Q1 202123,727$3.16M0.9%––Holders

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