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Warner Financial, Inc

SEC CIK
0001927175
Latest filing
Jul 9, 2026

IBM holding history

International Business Machines Corp in every 13F filed by Warner Financial, Inc, 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)
7,716
Value
$2.17M
% of portfolio
0.6%
Quarters held
19
Since Q4 2021
Holdings of IBM by Warner Financial, Inc, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20267,716$2.17M0.6%+4+0.1%AddedHolders
Q1 20267,712$1.87M0.6%+30.0%AddedHolders
Q4 20257,709$2.28M0.8%+30.0%AddedHolders
Q3 20257,706$2.17M0.8%+30.0%AddedHolders
Q2 20257,703$2.27M0.9%+20.0%AddedHolders
Q1 20257,701$1.92M0.8%+467+6.5%AddedHolders
Q4 20247,234$1.59M0.7%+28+0.4%AddedHolders
Q3 20247,206$1.59M0.7%+4+0.1%AddedHolders
Q2 20247,202$1.25M0.6%+4+0.1%AddedHolders
Q1 20247,198$1.38M0.7%+4+0.1%AddedHolders
Q4 20237,194$1.18M0.7%+4+0.1%AddedHolders
Q3 20237,190$1.01M0.7%+5+0.1%AddedHolders
Q2 20237,185$961.0K0.6%+5+0.1%AddedHolders
Q1 20237,180$941.0K0.7%+5+0.1%AddedHolders
Q4 20227,175$1.01M0.8%+4+0.1%AddedHolders
Q3 20227,171$852.0K0.7%+5+0.1%AddedHolders
Q2 20227,166$1.01M0.9%+5,807+427.3%AddedHolders
Q1 20221,359$931.0K0.8%+5+0.4%AddedHolders
Q4 20211,354$181.0K0.2%–No prior filingHolders