Skip to main content

Atlantic Private Wealth, LLC

SEC CIK
0001893143
Latest filing
Aug 11, 2026

IBM holding history

International Business Machines Corp in every 13F filed by Atlantic Private 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)
257
Value
$72.3K
% of portfolio
<0.1%
Quarters held
9
Since Q3 2023
Holdings of IBM by Atlantic Private Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026257$72.3K<0.1%00.0%UnchangedHolders
Q1 2026257$62.3K<0.1%00.0%UnchangedHolders
Q4 2025257$76.1K<0.1%−2−0.8%ReducedHolders
Q3 2025259$73.1K<0.1%00.0%UnchangedHolders
Q2 2025259$76.4K0.1%+9+3.6%AddedHolders
Q1 2025250$62.2K<0.1%00.0%UnchangedHolders
Q4 2024250$55.0K<0.1%00.0%UnchangedHolders
Q3 2024250$55.3K<0.1%+250NewHolders
Q4 20230$00.0%−50−100.0%Sold outHolders
Q3 202350$7.01K<0.1%+50NewHolders