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Livermore
Livermore
ZHEN

Carolina Wealth Advisors, LLC

SEC CIK
0001786411
Latest filing
Jul 9, 2026

IBM holding history

International Business Machines Corp in every 13F filed by Carolina Wealth Advisors, 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)
8,853
Value
$2.49M
% of portfolio
1.0%
Quarters held
21
Since Q1 2021
Holdings of IBM by Carolina Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20268,853$2.49M1.0%+84+1.0%AddedHolders
Q1 20268,769$2.13M0.9%+8,572+4,351.3%AddedHolders
Q4 2025197$58.4K<0.1%−146−42.6%ReducedHolders
Q3 2025343$96.8K<0.1%+195+131.8%AddedHolders
Q2 2025148$43.6K<0.1%+148NewHolders
Q1 20250$00.0%−69−100.0%Sold outHolders
Q4 202469$15.2K<0.1%−1,942−96.6%ReducedHolders
Q3 20242,011$444.6K0.2%+3+0.1%AddedHolders
Q2 20242,008$347.3K0.2%+348+21.0%AddedHolders
Q1 20241,660$317.0K0.2%−82−4.7%ReducedHolders
Q4 20231,742$284.9K0.1%+82+4.9%AddedHolders
Q3 20231,660$232.9K0.1%−36−2.1%ReducedHolders
Q2 20231,696$226.9K0.1%+36+2.2%AddedHolders
Q1 20231,660$217.6K0.1%00.0%UnchangedHolders
Q4 20221,660$234.0K0.1%00.0%UnchangedHolders
Q3 20221,660$197.0K0.2%−37−2.2%ReducedHolders
Q2 20221,697$240.0K0.2%+37+2.2%AddedHolders
Q1 20221,660$216.0K0.1%00.0%UnchangedHolders
Q4 20211,660$222.0K0.1%00.0%UnchangedHolders
Q3 20211,660$231.0K0.2%00.0%UnchangedHolders
Q2 20211,660$243.0K0.2%−43−2.5%ReducedHolders
Q1 20211,703$227.0K0.2%––Holders

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