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Livermore
Livermore
ZHEN

Cornerstone Wealth Group, LLC

SEC CIK
0001774879
Latest filing
Jul 27, 2026

IBM holding history

International Business Machines Corp in every 13F filed by Cornerstone Wealth Group, 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)
31,044
Value
$8.73M
% of portfolio
0.5%
Quarters held
21
Since Q1 2021
Holdings of IBM by Cornerstone Wealth Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202631,044$8.73M0.5%+11,901+62.2%AddedHolders
Q1 202619,143$4.89M0.3%+12,857+204.5%AddedHolders
Q4 20256,286$1.86M0.1%+196+3.2%AddedHolders
Q3 20256,090$1.72M0.1%+1,491+32.4%AddedHolders
Q2 20254,599$1.36M0.1%+539+13.3%AddedHolders
Q1 20254,060$1.01M0.1%+303+8.1%AddedHolders
Q4 20243,757$826.0K0.1%+83+2.3%AddedHolders
Q3 20243,674$812.2K0.1%+80+2.2%AddedHolders
Q2 20243,594$621.7K0.1%+163+4.8%AddedHolders
Q1 20243,431$655.2K0.1%+1,697+97.9%AddedHolders
Q4 20231,734$283.6K<0.1%+61+3.6%AddedHolders
Q3 20231,673$234.7K<0.1%00.0%UnchangedHolders
Q2 20231,673$223.9K<0.1%+42+2.6%AddedHolders
Q1 20231,631$213.8K<0.1%−128−7.3%ReducedHolders
Q4 20221,759$247.8K<0.1%+1,759NewHolders
Q3 20220$00.0%−1,724−100.0%Sold outHolders
Q2 20221,724$243.0K0.1%−22−1.3%ReducedHolders
Q1 20221,746$227.0K<0.1%−522−23.0%ReducedHolders
Q4 20212,268$303.0K0.1%+490+27.6%AddedHolders
Q3 20211,778$247.0K<0.1%+115+6.9%AddedHolders
Q2 20211,663$229.0K<0.1%−137−7.6%ReducedHolders
Q1 20211,800$258.0K0.1%––Holders

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