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Octavia Wealth Advisors, LLC

SEC CIK
0001841259
Latest filing
Jul 14, 2026

IBM holding history

International Business Machines Corp in every 13F filed by Octavia 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)
0
Sold out in Q2 2026
Value
$0
% of portfolio
0.0%
Quarters held
6
Since Q4 2023
Holdings of IBM by Octavia Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20260$00.0%−894−100.0%Sold outHolders
Q1 2026894$216.6K<0.1%−53−5.6%ReducedHolders
Q4 2025947$275.9K<0.1%−43−4.3%ReducedHolders
Q3 2025990$279.5K<0.1%+137+16.1%AddedHolders
Q2 2025853$251.5K<0.1%−158−15.6%ReducedHolders
Q1 20251,011$251.4K<0.1%+1,011NewHolders
Q1 20240$00.0%−1,490−100.0%Sold outHolders
Q4 20231,490$243.7K<0.1%+1,490NewHolders