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Livermore
Livermore
ZHEN

Selective Wealth Management, Inc.

SEC CIK
0001755670
Latest filing
Jul 20, 2026

IBM holding history

International Business Machines Corp in every 13F filed by Selective Wealth Management, Inc., 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)
3,154
Value
$670.7K
% of portfolio
0.2%
Quarters held
21
Since Q1 2021
Holdings of IBM by Selective Wealth Management, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,154$670.7K0.2%−85−2.6%ReducedHolders
Q1 20263,239$735.7K0.2%−38−1.2%ReducedHolders
Q4 20253,277$976.4K0.3%−1,346−29.1%ReducedHolders
Q3 20254,623$1.36M0.4%−515−10.0%ReducedHolders
Q2 20255,138$1.49M0.5%−736−12.5%ReducedHolders
Q1 20255,874$1.38M0.6%−139−2.3%ReducedHolders
Q4 20246,013$1.31M0.5%+128+2.2%AddedHolders
Q3 20245,885$1.35M0.6%−515−8.0%ReducedHolders
Q2 20246,400$1.13M0.5%−20−0.3%ReducedHolders
Q1 20246,420$1.19M0.5%−200−3.0%ReducedHolders
Q4 20236,620$1.06M0.5%−1,370−17.1%ReducedHolders
Q3 20237,990$1.13M0.6%−6−0.1%ReducedHolders
Q2 20237,996$1.06M0.5%–No prior filingHolders
Q1 2023––––Not filedHolders
Q4 202211,084$1.57M0.8%−106−0.9%ReducedHolders
Q3 202211,190$1.33M0.6%−8,684−43.7%ReducedHolders
Q2 202219,874$2.81M1.0%−521−2.6%ReducedHolders
Q1 202220,395$2.65M1.0%−1,947−8.7%ReducedHolders
Q4 202122,342$2.99M1.2%−3,502−13.6%ReducedHolders
Q3 202125,844$3.59M1.9%−16,523−39.0%ReducedHolders
Q2 202142,367$6.21M4.9%−19,918−32.0%ReducedHolders
Q1 202162,285$8.30M7.5%––Holders

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