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Livermore
Livermore
ZHEN

Regent Peak Wealth Advisors LLC

SEC CIK
0001803329
Latest filing
Jul 10, 2026

IBM holding history

International Business Machines Corp in every 13F filed by Regent Peak 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)
2,359
Value
$663.4K
% of portfolio
0.1%
Quarters held
21
Since Q1 2021
Holdings of IBM by Regent Peak Wealth Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,359$663.4K0.1%−52−2.2%ReducedHolders
Q1 20262,411$584.4K0.1%+31+1.3%AddedHolders
Q4 20252,380$705.0K0.1%+14+0.6%AddedHolders
Q3 20252,366$667.6K0.1%–No prior filingHolders
Q2 2025––––Not filedHolders
Q1 20252,293$570.2K0.1%+17+0.7%AddedHolders
Q4 20242,276$500.3K0.1%+13+0.6%AddedHolders
Q3 20242,263$500.3K0.1%+37+1.7%AddedHolders
Q2 20242,226$385.0K0.1%−124−5.3%ReducedHolders
Q1 20242,350$448.8K0.1%−10.0%ReducedHolders
Q4 20232,351$384.5K0.1%+43+1.9%AddedHolders
Q3 20232,308$323.8K0.1%−64−2.7%ReducedHolders
Q2 20232,372$317.4K0.1%−76−3.1%ReducedHolders
Q1 20232,448$320.9K0.1%−44−1.8%ReducedHolders
Q4 20222,492$351.1K0.1%−86−3.3%ReducedHolders
Q3 20222,578$306.0K0.1%−122−4.5%ReducedHolders
Q2 20222,700$381.0K0.1%+456+20.3%AddedHolders
Q1 20222,244$292.0K0.1%+293+15.0%AddedHolders
Q4 20211,951$261.0K0.1%−5−0.3%ReducedHolders
Q3 20211,956$272.0K0.1%+71+3.8%AddedHolders
Q2 20211,885$266.0K0.1%+77+4.3%AddedHolders
Q1 20211,808$240.0K0.1%––Holders

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