Skip to main content

PBMares Wealth Management LLC

SEC CIK
0001801682
Latest filing
Oct 27, 2025

IBM holding history

International Business Machines Corp in every 13F filed by PBMares Wealth Management 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 Q3 2025 holdings

Shares (Q3 2025)
5,955
Value
$1.68M
% of portfolio
0.3%
Quarters held
19
Since Q1 2021
Holdings of IBM by PBMares Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20255,955$1.68M0.3%+18+0.3%AddedHolders
Q2 20255,937$1.75M0.3%−108−1.8%ReducedHolders
Q1 20256,045$1.50M0.3%−1,519−20.1%ReducedHolders
Q4 20247,564$1.66M0.3%+67+0.9%AddedHolders
Q3 20247,497$1.66M0.3%−10.0%ReducedHolders
Q2 20247,498$1.30M0.3%−110−1.4%ReducedHolders
Q1 20247,608$1.45M0.4%+485+6.8%AddedHolders
Q4 20237,123$1.16M0.3%+200+2.9%AddedHolders
Q3 20236,923$971.3K0.4%−23−0.3%ReducedHolders
Q2 20236,946$929.4K0.3%−99−1.4%ReducedHolders
Q1 20237,045$923.5K0.3%−453−6.0%ReducedHolders
Q4 20227,498$1.06M0.4%−340−4.3%ReducedHolders
Q3 20227,838$931.0K0.4%+21+0.3%AddedHolders
Q2 20227,817$1.10M0.5%+200+2.6%AddedHolders
Q1 20227,617$990.0K0.6%−8−0.1%ReducedHolders
Q4 20217,625$1.02M0.4%+302+4.1%AddedHolders
Q3 20217,323$1.02M0.5%−225−3.0%ReducedHolders
Q2 20217,548$1.11M0.6%−300−3.8%ReducedHolders
Q1 20217,848$1.05M0.9%––Holders

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