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Livermore
Livermore
ZHEN

One Charles Private Wealth Services, LLC

SEC CIK
0001800938
Latest filing
Jul 15, 2026

IBM holding history

International Business Machines Corp in every 13F filed by One Charles Private Wealth Services, 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)
2,784
Value
$783.0K
% of portfolio
0.2%
Quarters held
21
Since Q2 2021
Holdings of IBM by One Charles Private Wealth Services, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,784$783.0K0.2%+79+2.9%AddedHolders
Q1 20262,705$655.7K0.2%+9+0.3%AddedHolders
Q4 20252,696$798.7K0.2%−158−5.5%ReducedHolders
Q3 20252,854$805.3K0.2%−161−5.3%ReducedHolders
Q2 20253,015$888.8K0.2%+176+6.2%AddedHolders
Q1 20252,839$705.9K0.2%00.0%UnchangedHolders
Q4 20242,839$624.1K0.2%00.0%UnchangedHolders
Q3 20242,839$627.6K0.2%00.0%UnchangedHolders
Q2 20242,839$491.0K0.2%00.0%UnchangedHolders
Q1 20242,839$542.1K0.2%00.0%UnchangedHolders
Q4 20232,839$464.3K0.2%00.0%UnchangedHolders
Q3 20232,839$398.3K0.2%00.0%UnchangedHolders
Q2 20232,839$379.9K0.2%−91−3.1%ReducedHolders
Q1 20232,930$384.1K0.2%−131−4.3%ReducedHolders
Q4 20223,061$431.3K0.3%−3−0.1%ReducedHolders
Q3 20223,064$364.0K0.2%00.0%UnchangedHolders
Q2 20223,064$420.0K0.3%+10.0%AddedHolders
Q1 20223,063$398.0K0.2%+2+0.1%AddedHolders
Q4 20213,061$409.0K0.2%+360+13.3%AddedHolders
Q3 20212,701$375.0K0.2%00.0%UnchangedHolders
Q2 20212,701$396.0K0.3%+2,701NewHolders