Skip to main content

Avion Wealth

SEC CIK
0001792704
Latest filing
Jul 31, 2026

IBM holding history

International Business Machines Corp in every 13F filed by Avion Wealth, 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)
599
Value
$168.0K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of IBM by Avion Wealth, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026599$168.0K<0.1%+58+10.7%AddedHolders
Q1 2026541$131.0K<0.1%+171+46.2%AddedHolders
Q4 2025370$109.0K<0.1%+14+3.9%AddedHolders
Q3 2025356$100.0K<0.1%+5+1.4%AddedHolders
Q2 2025351$103.0K<0.1%+34+10.7%AddedHolders
Q1 2025317$69.0K<0.1%00.0%UnchangedHolders
Q4 2024317$69.0K<0.1%+7+2.3%AddedHolders
Q3 2024310$68.0K<0.1%+14+4.7%AddedHolders
Q2 2024296$51.0K<0.1%−889−75.0%ReducedHolders
Q1 20241,185$227.0K0.1%+221+22.9%AddedHolders
Q4 2023964$158.0K<0.1%+56+6.2%AddedHolders
Q3 2023908$127.0K<0.1%+13+1.5%AddedHolders
Q2 2023895$119.0K<0.1%+432+93.3%AddedHolders
Q1 2023463$65.0K<0.1%+1+0.2%AddedHolders
Q4 2022462$54.0K<0.1%00.0%UnchangedHolders
Q3 2022462$55.0K<0.1%00.0%UnchangedHolders
Q2 2022462$65.0K<0.1%+66+16.7%AddedHolders
Q1 2022396$51.0K<0.1%−21−5.0%ReducedHolders
Q4 2021417$56.0K<0.1%00.0%UnchangedHolders
Q3 2021417$58.0K<0.1%+1+0.2%AddedHolders
Q2 2021416$61.0K<0.1%00.0%UnchangedHolders
Q1 2021416$55.0K<0.1%––Holders

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