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MBL Wealth, LLC

SEC CIK
0001845785
Latest filing
Jul 15, 2026

IBM holding history

International Business Machines Corp in every 13F filed by MBL Wealth, 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)
7,662
Value
$2.15M
% of portfolio
0.1%
Quarters held
15
Since Q4 2022
Holdings of IBM by MBL Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20267,662$2.15M0.1%−902−10.5%ReducedHolders
Q1 20268,564$2.08M0.2%+369+4.5%AddedHolders
Q4 20258,195$2.43M0.2%+3,477+73.7%AddedHolders
Q3 20254,718$1.33M0.1%+169+3.7%AddedHolders
Q2 20254,549$1.34M0.1%+9+0.2%AddedHolders
Q1 20254,540$1.13M0.1%+919+25.4%AddedHolders
Q4 20243,621$796.1K0.1%+18+0.5%AddedHolders
Q3 20243,603$796.6K0.1%+1,318+57.7%AddedHolders
Q2 20242,285$395.2K<0.1%−1,376−37.6%ReducedHolders
Q1 20243,661$699.1K0.1%+69+1.9%AddedHolders
Q4 20233,592$587.5K0.1%+1,574+78.0%AddedHolders
Q3 20232,018$283.1K<0.1%+497+32.7%AddedHolders
Q2 20231,521$203.5K<0.1%−285−15.8%ReducedHolders
Q1 20231,806$236.7K<0.1%+317+21.3%AddedHolders
Q4 20221,489$210.0K<0.1%+1,489NewHolders