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Livermore
Livermore
ZHEN

Phoenix Wealth Advisors

SEC CIK
0001842362
Latest filing
Jul 31, 2026

IBM holding history

International Business Machines Corp in every 13F filed by Phoenix Wealth Advisors, 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)
2,660
Value
$748.0K
% of portfolio
0.3%
Quarters held
21
Since Q1 2021
Holdings of IBM by Phoenix Wealth Advisors, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,660$748.0K0.3%+434+19.5%AddedHolders
Q1 20262,226$539.6K0.2%00.0%UnchangedHolders
Q4 20252,226$659.4K0.3%−6−0.3%ReducedHolders
Q3 20252,232$629.8K0.2%+10.0%AddedHolders
Q2 20252,231$657.8K0.3%00.0%UnchangedHolders
Q1 20252,231$554.8K0.2%+58+2.7%AddedHolders
Q4 20242,173$477.7K0.2%+195+9.9%AddedHolders
Q3 20241,978$437.3K0.2%00.0%UnchangedHolders
Q2 20241,978$342.1K0.2%+13+0.7%AddedHolders
Q1 20241,965$375.2K0.2%00.0%UnchangedHolders
Q4 20231,965$317.3K0.2%−75−3.7%ReducedHolders
Q3 20232,040$286.2K0.2%−105−4.9%ReducedHolders
Q2 20232,145$287.0K0.2%00.0%UnchangedHolders
Q1 20232,145$281.2K0.2%+50+2.4%AddedHolders
Q4 20222,095$295.2K0.2%00.0%UnchangedHolders
Q3 20222,095$249.0K0.2%00.0%UnchangedHolders
Q2 20222,095$296.0K0.3%+2,095NewHolders
Q1 20220$00.0%−1,990−100.0%Sold outHolders
Q4 20211,990$266.0K0.2%+290+17.1%AddedHolders
Q3 20211,700$236.0K0.2%00.0%UnchangedHolders
Q2 20211,700$236.0K0.2%00.0%UnchangedHolders
Q1 20211,700$226.0K0.2%––Holders

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