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Perfromance Wealth Partners, LLC

SEC CIK
0001908765
Latest filing
Aug 7, 2026

IBM holding history

International Business Machines Corp in every 13F filed by Perfromance Wealth Partners, 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)
10,220
Value
$2.87M
% of portfolio
0.1%
Quarters held
19
Since Q4 2021
Holdings of IBM by Perfromance Wealth Partners, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202610,220$2.87M0.1%+71+0.7%AddedHolders
Q1 202610,149$2.46M0.1%−322−3.1%ReducedHolders
Q4 202510,471$3.10M0.1%+14+0.1%AddedHolders
Q3 202510,457$2.95M0.1%+911+9.5%AddedHolders
Q2 20259,546$2.81M0.1%−252−2.6%ReducedHolders
Q1 20259,798$2.44M0.1%+273+2.9%AddedHolders
Q4 20249,525$2.09M0.1%+24+0.3%AddedHolders
Q3 20249,501$2.10M0.1%+1,520+19.0%AddedHolders
Q2 20247,981$1.38M0.1%00.0%UnchangedHolders
Q1 20247,981$1.52M0.1%+47+0.6%AddedHolders
Q4 20237,934$1.30M0.1%+1,531+23.9%AddedHolders
Q3 20236,403$898.3K<0.1%−32−0.5%ReducedHolders
Q2 20236,435$863.8K<0.1%00.0%UnchangedHolders
Q1 20236,435$843.6K<0.1%+122+1.9%AddedHolders
Q4 20226,313$889.4K0.1%−102−1.6%ReducedHolders
Q3 20226,415$762.0K<0.1%00.0%UnchangedHolders
Q2 20226,415$906.0K0.1%00.0%UnchangedHolders
Q1 20226,415$834.0K<0.1%00.0%UnchangedHolders
Q4 20216,415$857.0K<0.1%–No prior filingHolders