Skip to main content
Livermore
Livermore
ZHEN

Jeppson Wealth Management, LLC

SEC CIK
0001831263
Latest filing
Aug 4, 2026

IBM holding history

International Business Machines Corp in every 13F filed by Jeppson Wealth Management, 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)
6,775
Value
$1.91M
% of portfolio
0.6%
Quarters held
22
Since Q1 2021
Holdings of IBM by Jeppson Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20266,775$1.91M0.6%+12+0.2%AddedHolders
Q1 20266,763$1.64M0.5%−37−0.5%ReducedHolders
Q4 20256,800$2.01M0.6%−5−0.1%ReducedHolders
Q3 20256,805$1.92M0.6%−65−0.9%ReducedHolders
Q2 20256,870$2.03M0.7%−127−1.8%ReducedHolders
Q1 20256,997$1.74M0.6%−163−2.3%ReducedHolders
Q4 20247,160$1.57M0.6%+58+0.8%AddedHolders
Q3 20247,102$1.57M0.6%−90−1.3%ReducedHolders
Q2 20247,192$1.24M0.5%+494+7.4%AddedHolders
Q1 20246,698$1.28M0.5%−9−0.1%ReducedHolders
Q4 20236,707$1.10M0.5%−20−0.3%ReducedHolders
Q3 20236,727$943.8K0.4%+37+0.6%AddedHolders
Q2 20236,690$895.2K0.4%+170+2.6%AddedHolders
Q1 20236,520$854.7K0.4%+57+0.9%AddedHolders
Q4 20226,463$910.6K0.4%−69−1.1%ReducedHolders
Q3 20226,532$776.0K0.4%+1,937+42.2%AddedHolders
Q2 20224,595$649.0K0.3%−55−1.2%ReducedHolders
Q1 20224,650$604.0K0.3%+100+2.2%AddedHolders
Q4 20214,550$608.0K0.3%+140+3.2%AddedHolders
Q3 20214,410$612.0K0.3%+70+1.6%AddedHolders
Q2 20214,340$636.0K0.3%−110−2.5%ReducedHolders
Q1 20214,450$593.0K0.4%––Holders

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