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Livermore
Livermore
ZHEN

Sax Wealth Advisors, LLC

SEC CIK
0001846150
Latest filing
Jul 9, 2026

IBM holding history

International Business Machines Corp in every 13F filed by Sax 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)
8,550
Value
$2.07M
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of IBM by Sax Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20268,550$2.07M0.1%+1,702+24.9%AddedHolders
Q1 20266,848$2.03M0.1%−209−3.0%ReducedHolders
Q4 20257,057$2.09M0.1%+844+13.6%AddedHolders
Q3 20256,213$1.75M0.1%+458+8.0%AddedHolders
Q2 20255,755$1.70M0.1%+222+4.0%AddedHolders
Q1 20255,533$1.38M0.1%+982+21.6%AddedHolders
Q4 20244,551$1.00M0.1%−136−2.9%ReducedHolders
Q3 20244,687$1.04M0.1%+465+11.0%AddedHolders
Q2 20244,222$730.1K0.1%+466+12.4%AddedHolders
Q1 20243,756$717.2K0.1%−3−0.1%ReducedHolders
Q4 20233,759$614.8K0.1%−758−16.8%ReducedHolders
Q3 20234,517$633.7K0.1%−191−4.1%ReducedHolders
Q2 20234,708$630.0K0.1%−221−4.5%ReducedHolders
Q1 20234,929$646.1K0.1%+5+0.1%AddedHolders
Q4 20224,924$693.8K0.2%−188−3.7%ReducedHolders
Q3 20225,112$607.0K0.2%−10.0%ReducedHolders
Q2 20225,113$722.0K0.2%−116−2.2%ReducedHolders
Q1 20225,229$680.0K0.2%−665−11.3%ReducedHolders
Q4 20215,894$788.0K0.2%+864+17.2%AddedHolders
Q3 20215,030$699.0K0.2%+21+0.4%AddedHolders
Q2 20215,009$734.0K0.3%+145+3.0%AddedHolders
Q1 20214,864$648.0K0.2%––Holders

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