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KFA Private Wealth Group, LLC

SEC CIK
0001800556
Latest filing
Jul 28, 2026

IBM holding history

International Business Machines Corp in every 13F filed by KFA Private Wealth Group, 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)
2,473
Value
$695.6K
% of portfolio
0.2%
Quarters held
11
Since Q4 2023
Holdings of IBM by KFA Private Wealth Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,473$695.6K0.2%−1,393−36.0%ReducedHolders
Q1 20263,866$937.1K0.2%+101+2.7%AddedHolders
Q4 20253,765$1.12M0.3%+32+0.9%AddedHolders
Q3 20253,733$1.05M0.3%−98−2.6%ReducedHolders
Q2 20253,831$1.13M0.3%+7+0.2%AddedHolders
Q1 20253,824$950.9K0.3%+1,321+52.8%AddedHolders
Q4 20242,503$550.2K0.2%+486+24.1%AddedHolders
Q3 20242,017$446.0K0.2%−24−1.2%ReducedHolders
Q2 20242,041$352.9K0.2%+303+17.4%AddedHolders
Q1 20241,738$332.0K0.1%−3−0.2%ReducedHolders
Q4 20231,741$284.8K0.1%+1,741NewHolders