Sound View Wealth Advisors Group, LLC

SEC CIK: 0001784777
Latest filing: Aug 11, 2026

SEC filings (opens in a new tab)

IBM holding history

International Business Machines Corp in every 13F filed by Sound View Wealth Advisors Group, 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): 30,915
Value: $8.69M
% of portfolio: 0.5%
Quarters held: 22; Since Q1 2021

Holdings of IBM by Sound View Wealth Advisors Group, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	30,915	$8.69M	0.5%	−147−0.5%	Reduced	Holders
Q1 2026	31,062	$7.53M	0.5%	−204−0.7%	Reduced	Holders
Q4 2025	31,266	$9.26M	0.6%	−573−1.8%	Reduced	Holders
Q3 2025	31,839	$8.98M	0.6%	+757+2.4%	Added	Holders
Q2 2025	31,082	$9.16M	0.7%	−479−1.5%	Reduced	Holders
Q1 2025	31,561	$7.85M	0.6%	−288−0.9%	Reduced	Holders
Q4 2024	31,849	$7.00M	0.6%	+1,057+3.4%	Added	Holders
Q3 2024	30,792	$6.81M	0.6%	+4,054+15.2%	Added	Holders
Q2 2024	26,738	$4.62M	0.5%	+448+1.7%	Added	Holders
Q1 2024	26,290	$5.02M	0.5%	−136−0.5%	Reduced	Holders
Q4 2023	26,426	$4.32M	0.5%	+8,123+44.4%	Added	Holders
Q3 2023	18,303	$2.57M	0.3%	+812+4.6%	Added	Holders
Q2 2023	17,491	$2.34M	0.3%	+920+5.6%	Added	Holders
Q1 2023	16,571	$2.17M	0.3%	−9,855−37.3%	Reduced	Holders
Q4 2022	26,426	$4.32M	0.5%	+13,876+110.6%	Added	Holders
Q3 2022	12,550	$1.49M	0.3%	−156−1.2%	Reduced	Holders
Q2 2022	12,706	$1.79M	0.4%	−359−2.7%	Reduced	Holders
Q1 2022	13,065	$1.70M	0.3%	+58+0.4%	Added	Holders
Q4 2021	13,007	$1.74M	0.3%	+727+5.9%	Added	Holders
Q3 2021	12,280	$1.71M	0.4%	−4,746−27.9%	Reduced	Holders
Q2 2021	17,026	$2.50M	0.5%	+639+3.9%	Added	Holders
Q1 2021	16,387	$2.18M	0.5%	–	–	Holders

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