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Straight Path Wealth Management

SEC CIK
0001902506
Latest filing
Jul 27, 2026

IBM holding history

International Business Machines Corp in every 13F filed by Straight Path Wealth Management, 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 (Q1 2024)
0
Sold out in Q1 2024
Value
$0
% of portfolio
0.0%
Quarters held
9
Since Q4 2021
Holdings of IBM by Straight Path Wealth Management, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20240$00.0%−6,780−100.0%Sold outHolders
Q4 20236,780$1.11M0.7%−106−1.5%ReducedHolders
Q3 20236,886$966.1K0.7%+200+3.0%AddedHolders
Q2 20236,686$894.7K0.6%−30.0%ReducedHolders
Q1 20236,689$876.9K0.7%+30.0%AddedHolders
Q4 20226,686$942.0K0.9%00.0%UnchangedHolders
Q3 20226,686$794.0K0.7%+500+8.1%AddedHolders
Q2 20226,186$873.0K0.9%00.0%UnchangedHolders
Q1 20226,186$804.0K0.7%00.0%UnchangedHolders
Q4 20216,186$827.0K0.7%–No prior filingHolders