Skip to main content

Bordeaux Wealth Advisors LLC

SEC CIK
0001821271
Latest filing
Aug 4, 2025

IBM holding history

International Business Machines Corp in every 13F filed by Bordeaux 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 2025 holdings

Shares (Q2 2025)
1,159
Value
$341.7K
% of portfolio
<0.1%
Quarters held
5
Since Q2 2024
Holdings of IBM by Bordeaux Wealth Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20251,159$341.7K<0.1%−433−27.2%ReducedHolders
Q1 20251,592$395.9K0.1%−9−0.6%ReducedHolders
Q4 20241,601$351.9K0.1%−158−9.0%ReducedHolders
Q3 20241,759$388.8K0.1%+507+40.5%AddedHolders
Q2 20241,252$216.5K<0.1%+1,252NewHolders