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MA Private Wealth

SEC CIK
0001767474
Latest filing
Jul 28, 2026

IBM holding history

International Business Machines Corp in every 13F filed by MA Private Wealth, 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)
1,960
Value
$551.2K
% of portfolio
0.1%
Quarters held
19
Since Q1 2021
Holdings of IBM by MA Private Wealth, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,960$551.2K0.1%−17−0.9%ReducedHolders
Q1 20261,977$479.2K0.1%−224−10.2%ReducedHolders
Q4 20252,201$652.0K0.1%−41−1.8%ReducedHolders
Q3 20252,242$632.6K0.1%+34+1.5%AddedHolders
Q2 20252,208$650.9K0.1%00.0%UnchangedHolders
Q1 20252,208$549.0K0.1%+77+3.6%AddedHolders
Q4 20242,131$468.5K0.1%+828+63.5%AddedHolders
Q3 20241,303$288.1K0.1%00.0%UnchangedHolders
Q2 20241,303$225.4K<0.1%00.0%UnchangedHolders
Q1 20241,303$248.8K0.1%00.0%UnchangedHolders
Q4 20231,303$213.1K<0.1%+1,303NewHolders
Q1 20230$00.0%−2,128−100.0%Sold outHolders
Q4 20222,128$299.8K0.1%+9+0.4%AddedHolders
Q3 20222,119$281.0K0.1%+10+0.5%AddedHolders
Q2 20222,109$289.0K0.1%+145+7.4%AddedHolders
Q1 20221,964$255.0K<0.1%+21+1.1%AddedHolders
Q4 20211,943$260.0K<0.1%−261−11.8%ReducedHolders
Q3 20212,204$306.0K0.1%+19+0.9%AddedHolders
Q2 20212,185$320.0K0.1%+17+0.8%AddedHolders
Q1 20212,168$289.0K0.1%––Holders

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