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Plotkin Financial Advisors, LLC

SEC CIK
0001826394
Latest filing
Aug 14, 2026

IBM holding history

International Business Machines Corp in every 13F filed by Plotkin 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)
4,552
Value
$1.28M
% of portfolio
0.5%
Quarters held
10
Since Q1 2024
Holdings of IBM by Plotkin Financial Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20264,552$1.28M0.5%00.0%UnchangedHolders
Q1 20264,552$1.10M0.6%00.0%UnchangedHolders
Q4 20254,552$1.35M0.7%00.0%UnchangedHolders
Q3 20254,552$1.28M0.6%00.0%UnchangedHolders
Q2 20254,552$1.34M0.7%00.0%UnchangedHolders
Q1 20254,552$1.13M0.7%00.0%UnchangedHolders
Q4 20244,552$1.00M0.6%00.0%UnchangedHolders
Q3 20244,552$1.01M0.6%00.0%UnchangedHolders
Q2 20244,552$787.3K0.5%00.0%UnchangedHolders
Q1 20244,552$869.3K0.6%+4,552NewHolders