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KFG Wealth Management, LLC

SEC CIK
0001919344
Latest filing
Jul 22, 2026

IBM holding history

International Business Machines Corp in every 13F filed by KFG 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 (Q2 2026)
3,946
Value
$1.11M
% of portfolio
0.1%
Quarters held
15
Since Q4 2022
Holdings of IBM by KFG Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,946$1.11M0.1%−49−1.2%ReducedHolders
Q1 20263,995$968.4K0.1%+714+21.8%AddedHolders
Q4 20253,281$972.0K0.1%+2,406+275.0%AddedHolders
Q3 2025875$246.8K<0.1%−101−10.3%ReducedHolders
Q2 2025976$287.6K<0.1%−230−19.1%ReducedHolders
Q1 20251,206$299.8K0.1%−99−7.6%ReducedHolders
Q4 20241,305$286.9K0.1%−17−1.3%ReducedHolders
Q3 20241,322$292.2K0.1%−1,211−47.8%ReducedHolders
Q2 20242,533$438.1K0.2%+20+0.8%AddedHolders
Q1 20242,513$479.9K0.2%−10.0%ReducedHolders
Q4 20232,514$411.1K0.2%−39−1.5%ReducedHolders
Q3 20232,553$358.2K0.2%−182−6.7%ReducedHolders
Q2 20232,735$365.9K0.2%00.0%UnchangedHolders
Q1 20232,735$349.8K0.2%−808−22.8%ReducedHolders
Q4 20223,543$499.2K0.5%–No prior filingHolders