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Lifeworks Advisors, LLC

SEC CIK
0001882132
Latest filing
Aug 14, 2026

IBM holding history

International Business Machines Corp in every 13F filed by Lifeworks 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)
27,336
Value
$7.69M
% of portfolio
0.8%
Quarters held
19
Since Q4 2021
Holdings of IBM by Lifeworks Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202627,336$7.69M0.8%+1,474+5.7%AddedHolders
Q1 202625,862$6.27M0.8%+994+4.0%AddedHolders
Q4 202524,868$7.37M1.0%−6,108−19.7%ReducedHolders
Q3 202530,976$8.74M1.2%−998−3.1%ReducedHolders
Q2 202531,974$9.43M1.4%−3,913−10.9%ReducedHolders
Q1 202535,887$8.92M1.5%+2,561+7.7%AddedHolders
Q4 202433,326$7.33M1.3%+3,082+10.2%AddedHolders
Q3 202430,244$6.69M1.3%+6,513+27.4%AddedHolders
Q2 202423,731$4.10M1.1%+4,868+25.8%AddedHolders
Q1 202418,863$3.60M1.0%+437+2.4%AddedHolders
Q4 202318,426$3.01M1.0%+704+4.0%AddedHolders
Q3 202317,722$2.49M1.0%+495+2.9%AddedHolders
Q2 202317,227$2.31M1.0%+2,901+20.2%AddedHolders
Q1 202314,326$1.88M0.9%−1,354−8.6%ReducedHolders
Q4 202215,680$2.21M1.2%+188+1.2%AddedHolders
Q3 202215,492$2.14M1.2%+1,638+11.8%AddedHolders
Q2 202213,854$1.96M1.2%+3,615+35.3%AddedHolders
Q1 202210,239$1.33M0.9%+5,663+123.8%AddedHolders
Q4 20214,576$612.0K0.5%–No prior filingHolders