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Greystone Financial Group, LLC

SEC CIK
0001845302
Latest filing
Jul 28, 2026

IBM holding history

International Business Machines Corp in every 13F filed by Greystone 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)
24,141
Value
$6.79M
% of portfolio
1.9%
Quarters held
13
Since Q2 2023
Holdings of IBM by Greystone Financial Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202624,141$6.79M1.9%−623−2.5%ReducedHolders
Q1 202624,764$6.00M1.7%−15,275−38.2%ReducedHolders
Q4 202540,039$11.9M1.9%−8,967−18.3%ReducedHolders
Q3 202549,006$13.8M2.1%+11,494+30.6%AddedHolders
Q2 202537,512$11.1M1.8%−175−0.5%ReducedHolders
Q1 202537,687$9.37M1.7%−7,540−16.7%ReducedHolders
Q4 202445,227$9.94M1.7%+1,940+4.5%AddedHolders
Q3 202443,287$9.57M1.7%−8,023−15.6%ReducedHolders
Q2 202451,310$8.87M1.7%+6,582+14.7%AddedHolders
Q1 202444,728$8.54M1.7%−7,299−14.0%ReducedHolders
Q4 202352,027$8.51M2.0%−1,810−3.4%ReducedHolders
Q3 202353,837$7.55M1.9%−4,400−7.6%ReducedHolders
Q2 202358,237$7.79M1.8%+58,237NewHolders