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Blue Zone Wealth Advisors, LLC

SEC CIK
0001803106
Latest filing
Jul 14, 2026

IBM holding history

International Business Machines Corp in every 13F filed by Blue Zone Wealth 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)
789
Value
$221.9K
% of portfolio
<0.1%
Quarters held
6
Since Q4 2024
Holdings of IBM by Blue Zone Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026789$221.9K<0.1%+789NewHolders
Q1 20260$00.0%−785−100.0%Sold outHolders
Q4 2025785$232.5K<0.1%−95−10.8%ReducedHolders
Q3 2025880$248.3K<0.1%00.0%UnchangedHolders
Q2 2025880$259.4K0.1%00.0%UnchangedHolders
Q1 2025880$218.8K0.1%−220−20.0%ReducedHolders
Q4 20241,100$241.8K0.1%+1,100NewHolders