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Emergent Wealth Advisors, LLC

SEC CIK
0001799880
Latest filing
Jul 13, 2026

IBM holding history

International Business Machines Corp in every 13F filed by Emergent 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)
3,471
Value
$809.5K
% of portfolio
0.4%
Quarters held
10
Since Q1 2024
Holdings of IBM by Emergent Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,471$809.5K0.4%−349−9.1%ReducedHolders
Q1 20263,820$926.0K0.5%+1,134+42.2%AddedHolders
Q4 20252,686$795.7K0.4%+39+1.5%AddedHolders
Q3 20252,647$746.8K0.4%+203+8.3%AddedHolders
Q2 20252,444$720.5K0.5%+138+6.0%AddedHolders
Q1 20252,306$573.5K0.4%−669−22.5%ReducedHolders
Q4 20242,975$653.9K0.5%+79+2.7%AddedHolders
Q3 20242,896$640.2K0.5%−306−9.6%ReducedHolders
Q2 20243,202$549.6K0.4%−584−15.4%ReducedHolders
Q1 20243,786$723.0K0.6%+3,786NewHolders