Skip to main content

Ellsworth Advisors, LLC

SEC CIK
0001843553
Latest filing
Jul 16, 2026

IBM holding history

International Business Machines Corp in every 13F filed by Ellsworth 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)
1,221
Value
$257.8K
% of portfolio
<0.1%
Quarters held
8
Since Q3 2024
Holdings of IBM by Ellsworth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,221$257.8K<0.1%+8+0.7%AddedHolders
Q1 20261,213$294.1K0.1%−21−1.7%ReducedHolders
Q4 20251,234$367.7K0.1%+1+0.1%AddedHolders
Q3 20251,233$346.0K0.1%+134+12.2%AddedHolders
Q2 20251,099$323.9K0.1%+4+0.4%AddedHolders
Q1 20251,095$272.3K0.1%+7+0.6%AddedHolders
Q4 20241,088$239.2K0.1%+7+0.6%AddedHolders
Q3 20241,081$238.9K0.1%+1,081NewHolders