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Dopkins Wealth Management, LLC

SEC CIK
0001904152
Latest filing
Jul 14, 2026

IBM holding history

International Business Machines Corp in every 13F filed by Dopkins Wealth Management, 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 (Q1 2025)
0
Sold out in Q1 2025
Value
$0
% of portfolio
0.0%
Quarters held
5
Since Q3 2023
Holdings of IBM by Dopkins Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20250$00.0%−4,041−100.0%Sold outHolders
Q4 20244,041$888.3K0.5%+441+12.3%AddedHolders
Q3 20243,600$795.9K0.6%−300−7.7%ReducedHolders
Q2 20243,900$674.5K0.4%+200+5.4%AddedHolders
Q1 20243,700$706.6K0.4%+3,700NewHolders
Q4 20230$00.0%−3,700−100.0%Sold outHolders
Q3 20233,700$519.1K0.4%+3,700NewHolders