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Livermore
Livermore
ZHEN

CWS Financial Advisors, LLC

SEC CIK
0001802459
Latest filing
Jul 30, 2026

IBM holding history

International Business Machines Corp in every 13F filed by CWS Financial 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)
7,362
Value
$2.07M
% of portfolio
0.5%
Quarters held
21
Since Q1 2021
Holdings of IBM by CWS Financial Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20267,362$2.07M0.5%−32−0.4%ReducedHolders
Q1 20267,394$1.79M0.5%+20.0%AddedHolders
Q4 20257,392$2.19M0.6%−8−0.1%ReducedHolders
Q3 20257,400$2.09M0.6%−159−2.1%ReducedHolders
Q2 20257,559$2.23M0.6%+51+0.7%AddedHolders
Q1 20257,508$1.87M0.6%−216−2.8%ReducedHolders
Q4 20247,724$1.70M0.5%00.0%UnchangedHolders
Q3 20247,724$1.71M0.6%−588−7.1%ReducedHolders
Q2 20248,312$1.44M0.6%+231+2.9%AddedHolders
Q1 20248,081$1.54M0.6%−147−1.8%ReducedHolders
Q4 20238,228$1.35M0.5%+494+6.4%AddedHolders
Q3 20237,734$1.09M0.4%+4+0.1%AddedHolders
Q2 20237,730$1.03M0.4%−75−1.0%ReducedHolders
Q1 20237,805$1.02M0.4%−1,227−13.6%ReducedHolders
Q4 20229,032$1.20M0.5%+784+9.5%AddedHolders
Q3 20228,248$980.0K0.5%−264−3.1%ReducedHolders
Q2 20228,512$1.20M0.5%−510−5.7%ReducedHolders
Q1 20229,022$1.17M0.4%+220+2.5%AddedHolders
Q4 20218,802$1.18M0.4%–No prior filingHolders
Q3 2021––––Not filedHolders
Q2 20218,962$1.31M0.5%−70−0.8%ReducedHolders
Q1 20219,032$1.20M0.5%––Holders

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