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Livermore
Livermore
ZHEN

Liberty Wealth Management LLC

SEC CIK
0001769302
Latest filing
Aug 5, 2026

IBM holding history

International Business Machines Corp in every 13F filed by Liberty 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)
5,095
Value
$1.23M
% of portfolio
0.2%
Quarters held
20
Since Q1 2021
Holdings of IBM by Liberty Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20265,095$1.23M0.2%00.0%UnchangedHolders
Q1 20265,095$1.23M0.2%−308−5.7%ReducedHolders
Q4 20255,403$1.60M0.2%+45+0.8%AddedHolders
Q3 20255,358$1.51M0.2%+19+0.4%AddedHolders
Q2 20255,339$1.57M0.2%+5,339NewHolders
Q1 20250$00.0%−5,300−100.0%Sold outHolders
Q4 20245,300$1.17M0.2%+580+12.3%AddedHolders
Q3 20244,720$1.04M0.2%−25,060−84.2%ReducedHolders
Q2 202429,780$838.0K0.2%+25,078+533.3%AddedHolders
Q1 20244,702$898.0K0.2%+71+1.5%AddedHolders
Q4 20234,631$757.0K0.2%−56−1.2%ReducedHolders
Q3 20234,687$658.0K0.2%+107+2.3%AddedHolders
Q2 20234,580$612.9K0.2%+96+2.1%AddedHolders
Q1 20234,484$587.8K0.1%–No prior filingHolders
Q4 2022––––Not filedHolders
Q3 20224,187$497.0K0.1%+59+1.4%AddedHolders
Q2 20224,128$582.0K0.2%+42+1.0%AddedHolders
Q1 20224,086$531.0K0.2%−179−4.2%ReducedHolders
Q4 20214,265$570.0K0.2%+142+3.4%AddedHolders
Q3 20214,123$595.0K0.2%00.0%UnchangedHolders
Q2 20214,123$604.0K0.2%−172−4.0%ReducedHolders
Q1 20214,295$517.0K0.3%––Holders

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