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Livermore
Livermore
ZHEN

Fortress Wealth Group, LLC

SEC CIK
0001862067
Latest filing
Aug 13, 2026

IBM holding history

International Business Machines Corp in every 13F filed by Fortress Wealth 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)
3,844
Value
$823.3K
% of portfolio
0.3%
Quarters held
21
Since Q2 2021
Holdings of IBM by Fortress Wealth Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,844$823.3K0.3%+2,332+154.2%AddedHolders
Q1 20261,512$373.0K0.1%−2,550−62.8%ReducedHolders
Q4 20254,062$1.25M0.5%+453+12.6%AddedHolders
Q3 20253,609$1.11M0.5%+122+3.5%AddedHolders
Q2 20253,487$878.6K0.4%+137+4.1%AddedHolders
Q1 20253,350$801.9K0.4%+1,643+96.3%AddedHolders
Q4 20241,707$445.0K0.2%00.0%UnchangedHolders
Q3 20241,707$363.4K0.2%00.0%UnchangedHolders
Q2 20241,707$314.2K0.2%00.0%UnchangedHolders
Q1 20241,707$283.8K0.2%00.0%UnchangedHolders
Q4 20231,707$275.1K0.2%00.0%UnchangedHolders
Q3 20231,707$239.6K0.2%00.0%UnchangedHolders
Q2 20231,707$249.5K0.2%00.0%UnchangedHolders
Q1 20231,707$223.8K0.2%−8−0.5%ReducedHolders
Q4 20221,715$241.6K0.2%+8+0.5%AddedHolders
Q3 20221,707$203.0K0.2%+9+0.5%AddedHolders
Q2 20221,698$240.0K0.2%+8+0.5%AddedHolders
Q1 20221,690$220.0K0.2%+9+0.5%AddedHolders
Q4 20211,681$232.0K0.2%+8+0.5%AddedHolders
Q3 20211,673$232.0K0.2%+8+0.5%AddedHolders
Q2 20211,665$244.0K0.2%–No prior filingHolders