Transcend Wealth Collective, LLC

SEC CIK: 0001776082
Latest filing: Aug 4, 2026

SEC filings (opens in a new tab)

IBM holding history

International Business Machines Corp in every 13F filed by Transcend Wealth Collective, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

IBM overview All 13F holders of IBM Full Q2 2026 holdings

Shares (Q2 2026): 62,115
Value: $17.5M
% of portfolio: 1.2%
Quarters held: 22; Since Q1 2021

Holdings of IBM by Transcend Wealth Collective, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	62,115	$17.5M	1.2%	+3,579+6.1%	Added	Holders
Q1 2026	58,536	$14.2M	1.1%	−90−0.2%	Reduced	Holders
Q4 2025	58,626	$17.4M	1.3%	−2,187−3.6%	Reduced	Holders
Q3 2025	60,813	$17.2M	1.2%	+148+0.2%	Added	Holders
Q2 2025	60,665	$17.9M	1.4%	−5,277−8.0%	Reduced	Holders
Q1 2025	65,942	$16.4M	1.2%	−463−0.7%	Reduced	Holders
Q4 2024	66,405	$14.6M	1.1%	−151−0.2%	Reduced	Holders
Q3 2024	66,556	$14.7M	1.0%	−634−0.9%	Reduced	Holders
Q2 2024	67,190	$11.6M	0.8%	+4,538+7.2%	Added	Holders
Q1 2024	62,652	$12.0M	1.0%	+5,596+9.8%	Added	Holders
Q4 2023	57,056	$9.33M	0.8%	−328−0.6%	Reduced	Holders
Q3 2023	57,384	$8.05M	0.8%	−1,261−2.2%	Reduced	Holders
Q2 2023	58,645	$7.85M	0.7%	−1,907−3.1%	Reduced	Holders
Q1 2023	60,552	$7.94M	0.8%	−644−1.1%	Reduced	Holders
Q4 2022	61,196	$8.62M	0.9%	−545−0.9%	Reduced	Holders
Q3 2022	61,741	$7.33M	0.8%	−3,831−5.8%	Reduced	Holders
Q2 2022	65,572	$9.26M	1.0%	+1,327+2.1%	Added	Holders
Q1 2022	64,245	$8.35M	0.7%	+48,228+301.1%	Added	Holders
Q4 2021	16,017	$2.14M	0.2%	−596−3.6%	Reduced	Holders
Q3 2021	16,613	$2.11M	0.2%	+4,477+36.9%	Added	Holders
Q2 2021	12,136	$1.78M	0.3%	+5,283+77.1%	Added	Holders
Q1 2021	6,853	$912.0K	0.1%	–	–	Holders

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