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BCS Wealth Management

SEC CIK
0001798172
Latest filing
Jul 16, 2026

IBM holding history

International Business Machines Corp in every 13F filed by BCS Wealth Management, 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)
1,309
Value
$368.0K
% of portfolio
0.1%
Quarters held
8
Since Q1 2024
Holdings of IBM by BCS Wealth Management, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,309$368.0K0.1%−33−2.5%ReducedHolders
Q1 20261,342$325.2K0.1%−1,242−48.1%ReducedHolders
Q4 20252,584$765.2K0.1%+1,354+110.1%AddedHolders
Q3 20251,230$346.9K0.1%−992−44.6%ReducedHolders
Q2 20252,222$655.0K0.1%+1,098+97.7%AddedHolders
Q1 20251,124$279.0K0.1%00.0%UnchangedHolders
Q4 20241,124$247.0K0.1%+1,124NewHolders
Q2 20240$00.0%−1,188−100.0%Sold outHolders
Q1 20241,188$227.0K0.1%+1,188NewHolders