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Livermore
Livermore
ZHEN

Baron Financial Group, LLC

SEC CIK
0001832093
Latest filing
Jul 9, 2026

IBM holding history

International Business Machines Corp in every 13F filed by Baron Financial Group, 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)
2,661
Value
$748.2K
% of portfolio
0.4%
Quarters held
22
Since Q1 2021
Holdings of IBM by Baron Financial Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,661$748.2K0.4%−2−0.1%ReducedHolders
Q1 20262,663$645.4K0.3%+19+0.7%AddedHolders
Q4 20252,644$783.2K0.4%−15−0.6%ReducedHolders
Q3 20252,659$750.3K0.4%−97−3.5%ReducedHolders
Q2 20252,756$812.4K0.5%+3+0.1%AddedHolders
Q1 20252,753$684.5K0.4%−596−17.8%ReducedHolders
Q4 20243,349$736.3K0.5%+3+0.1%AddedHolders
Q3 20243,346$739.7K0.5%+4+0.1%AddedHolders
Q2 20243,342$578.0K0.4%+5+0.1%AddedHolders
Q1 20243,337$637.2K0.4%+4+0.1%AddedHolders
Q4 20233,333$545.0K0.3%−95−2.8%ReducedHolders
Q3 20233,428$480.9K0.3%+6+0.2%AddedHolders
Q2 20233,422$457.9K0.3%+6+0.2%AddedHolders
Q1 20233,416$447.8K0.3%+46+1.4%AddedHolders
Q4 20223,370$474.8K0.3%+5+0.1%AddedHolders
Q3 20223,365$400.0K0.3%+6+0.2%AddedHolders
Q2 20223,359$474.3K0.3%+5+0.1%AddedHolders
Q1 20223,354$436.0K0.3%+6+0.2%AddedHolders
Q4 20213,348$447.5K0.3%−590−15.0%ReducedHolders
Q3 20213,938$547.1K0.3%+5+0.1%AddedHolders
Q2 20213,933$576.5K0.4%−246−5.9%ReducedHolders
Q1 20214,179$556.9K0.4%––Holders

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