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Atria Wealth Solutions, Inc.

SEC CIK
0001927543
Latest filing
Jul 25, 2025

IBM holding history

International Business Machines Corp in every 13F filed by Atria Wealth Solutions, 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 2025 holdings

Shares (Q2 2025)
41,815
Value
$12.3M
% of portfolio
0.3%
Quarters held
14
Since Q1 2022
Holdings of IBM by Atria Wealth Solutions, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202541,815$12.3M0.3%−29,496−41.4%ReducedHolders
Q1 202571,311$17.7M0.2%−9,180−11.4%ReducedHolders
Q4 202480,491$17.7M0.2%+5,581+7.5%AddedHolders
Q3 202474,910$16.6M0.2%−8,084−9.7%ReducedHolders
Q2 202482,994$14.4M0.2%+2,953+3.7%AddedHolders
Q1 202480,041$15.3M0.2%+176+0.2%AddedHolders
Q4 202379,865$13.1M0.2%−2,764−3.3%ReducedHolders
Q3 202382,629$11.6M0.2%+14,196+20.7%AddedHolders
Q2 202368,433$9.16M0.1%+5,192+8.2%AddedHolders
Q1 202363,241$8.29M0.1%+5,648+9.8%AddedHolders
Q4 202257,593$8.12M0.1%−3,884−6.3%ReducedHolders
Q3 202261,477$7.30M0.1%+20,548+50.2%AddedHolders
Q2 202240,929$5.78M0.1%−11,900−22.5%ReducedHolders
Q1 202252,829$6.87M0.1%–No prior filingHolders