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Arkadios Wealth Advisors

SEC CIK
0001800798
Latest filing
Aug 10, 2026

IBM holding history

International Business Machines Corp in every 13F filed by Arkadios Wealth Advisors, 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)
39,435
Value
$11.1M
% of portfolio
0.2%
Quarters held
22
Since Q1 2021
Holdings of IBM by Arkadios Wealth Advisors, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202639,435$11.1M0.2%−9,818−19.9%ReducedHolders
Q1 202649,253$11.9M0.2%+11,543+30.6%AddedHolders
Q4 202537,710$11.2M0.2%+5,907+18.6%AddedHolders
Q3 202531,803$8.97M0.2%+5,518+21.0%AddedHolders
Q2 202526,285$7.75M0.2%+815+3.2%AddedHolders
Q1 202525,470$6.33M0.2%+7,484+41.6%AddedHolders
Q4 202417,986$3.95M0.2%−749−4.0%ReducedHolders
Q3 202418,735$4.14M0.2%+1,380+8.0%AddedHolders
Q2 202417,355$3.00M0.2%+1,993+13.0%AddedHolders
Q1 202415,362$2.93M0.2%+316+2.1%AddedHolders
Q4 202315,046$2.46M0.2%+237+1.6%AddedHolders
Q3 202314,809$2.08M0.2%+7,928+115.2%AddedHolders
Q2 20236,881$920.8K0.1%−96−1.4%ReducedHolders
Q1 20236,977$914.6K0.1%+955+15.9%AddedHolders
Q4 20226,022$848.4K0.1%−76−1.2%ReducedHolders
Q3 20226,098$725.0K0.1%+2,340+62.3%AddedHolders
Q2 20223,758$531.0K0.1%+196+5.5%AddedHolders
Q1 20223,562$463.0K0.1%−1,943−35.3%ReducedHolders
Q4 20215,505$736.0K0.1%−2,541−31.6%ReducedHolders
Q3 20218,046$1.12M0.2%+1,760+28.0%AddedHolders
Q2 20216,286$921.0K0.1%+3,624+136.1%AddedHolders
Q1 20212,662$354.0K0.1%––Holders

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