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Livermore
Livermore
ZHEN

Wallace Advisory Group, LLC

SEC CIK
0001932645
Latest filing
Aug 3, 2026

IBM holding history

International Business Machines Corp in every 13F filed by Wallace Advisory Group, 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)
1,417
Value
$398.5K
% of portfolio
0.4%
Quarters held
15
Since Q4 2022
Holdings of IBM by Wallace Advisory Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,417$398.5K0.4%−1−0.1%ReducedHolders
Q1 20261,418$343.7K0.4%−13−0.9%ReducedHolders
Q4 20251,431$423.9K0.4%−15−1.0%ReducedHolders
Q3 20251,446$426.3K0.3%−22−1.5%ReducedHolders
Q2 20251,468$365.0K0.3%−2,227−60.3%ReducedHolders
Q1 20253,695$812.3K0.6%+3+0.1%AddedHolders
Q4 20243,692$816.2K0.6%+538+17.1%AddedHolders
Q3 20243,154$545.5K0.4%00.0%UnchangedHolders
Q2 20243,154$545.5K0.4%−855−21.3%ReducedHolders
Q1 20244,009$655.7K0.5%−79−1.9%ReducedHolders
Q4 20234,088$573.5K0.4%+95+2.4%AddedHolders
Q3 20233,993$534.3K0.4%+32+0.8%AddedHolders
Q2 20233,961$519.2K0.4%00.0%UnchangedHolders
Q1 20233,961$519.2K0.4%+52+1.3%AddedHolders
Q4 20223,909$550.7K0.4%–No prior filingHolders