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Livermore
Livermore
ZHEN

Powell Investment Advisors, LLC

SEC CIK
0001802195
Latest filing
Jul 28, 2026

IBM holding history

International Business Machines Corp in every 13F filed by Powell Investment 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)
4,588
Value
$1.29M
% of portfolio
0.4%
Quarters held
22
Since Q1 2021
Holdings of IBM by Powell Investment Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20264,588$1.29M0.4%+20.0%AddedHolders
Q1 20264,586$1.11M0.4%+20.0%AddedHolders
Q4 20254,584$1.36M0.5%+20.0%AddedHolders
Q3 20254,582$1.29M0.5%+20.0%AddedHolders
Q2 20254,580$1.35M0.5%+20.0%AddedHolders
Q1 20254,578$1.14M0.6%+20.0%AddedHolders
Q4 20244,576$1.01M0.5%+20.0%AddedHolders
Q3 20244,574$1.01M0.5%+20.0%AddedHolders
Q2 20244,572$790.7K0.4%+3+0.1%AddedHolders
Q1 20244,569$872.5K0.5%−10−0.2%ReducedHolders
Q4 20234,579$748.9K0.4%+3+0.1%AddedHolders
Q3 20234,576$642.0K0.4%−491−9.7%ReducedHolders
Q2 20235,067$678.1K0.4%+3+0.1%AddedHolders
Q1 20235,064$663.8K0.4%−35−0.7%ReducedHolders
Q4 20225,099$718.4K0.4%+54+1.1%AddedHolders
Q3 20225,045$599.0K0.4%+1,199+31.2%AddedHolders
Q2 20223,846$543.0K0.3%+1,999+108.2%AddedHolders
Q1 20221,847$240.0K0.1%+1+0.1%AddedHolders
Q4 20211,846$247.0K0.1%+1+0.1%AddedHolders
Q3 20211,845$256.0K0.2%+1+0.1%AddedHolders
Q2 20211,844$270.0K0.2%+1+0.1%AddedHolders
Q1 20211,843$246.0K0.2%––Holders

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