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Quantum Financial Advisors, LLC

SEC CIK
0001929139
Latest filing
Jul 8, 2026

IBM holding history

International Business Machines Corp in every 13F filed by Quantum Financial Advisors, 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)
2,174
Value
$611.2K
% of portfolio
0.1%
Quarters held
12
Since Q3 2023
Holdings of IBM by Quantum Financial Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,174$611.2K0.1%−247−10.2%ReducedHolders
Q1 20262,421$586.7K0.1%−51−2.1%ReducedHolders
Q4 20252,472$732.1K0.1%−79−3.1%ReducedHolders
Q3 20252,551$719.9K0.1%00.0%UnchangedHolders
Q2 20252,551$751.9K0.1%+51+2.0%AddedHolders
Q1 20252,500$621.8K0.1%−380−13.2%ReducedHolders
Q4 20242,880$633.2K0.1%00.0%UnchangedHolders
Q3 20242,880$636.8K0.1%+900+45.5%AddedHolders
Q2 20241,980$342.5K0.1%00.0%UnchangedHolders
Q1 20241,980$378.2K0.1%+622+45.8%AddedHolders
Q4 20231,358$222.2K0.1%−408−23.1%ReducedHolders
Q3 20231,766$247.8K0.1%+1,766NewHolders