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Livermore
Livermore
ZHEN

Fortune Financial Advisors, LLC

SEC CIK
0001961828
Latest filing
Jul 22, 2026

IBM holding history

International Business Machines Corp in every 13F filed by Fortune 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)
1,500
Value
$421.8K
% of portfolio
0.2%
Quarters held
13
Since Q2 2023
Holdings of IBM by Fortune Financial Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,500$421.8K0.2%00.0%UnchangedHolders
Q1 20261,500$363.6K0.2%00.0%UnchangedHolders
Q4 20251,500$444.3K0.3%00.0%UnchangedHolders
Q3 20251,500$423.2K0.3%00.0%UnchangedHolders
Q2 20251,500$442.2K0.4%00.0%UnchangedHolders
Q1 20251,500$373.0K0.3%00.0%UnchangedHolders
Q4 20241,500$329.7K0.3%00.0%UnchangedHolders
Q3 20241,500$331.6K0.3%−54−3.5%ReducedHolders
Q2 20241,554$268.8K0.2%−162−9.4%ReducedHolders
Q1 20241,716$327.7K0.2%00.0%UnchangedHolders
Q4 20231,716$280.7K0.2%00.0%UnchangedHolders
Q3 20231,716$240.8K0.2%00.0%UnchangedHolders
Q2 20231,716$229.6K0.2%–No prior filingHolders