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Talisman Wealth Advisors LLC

SEC CIK
0001962685
Latest filing
Aug 14, 2026

IBM holding history

International Business Machines Corp in every 13F filed by Talisman Wealth 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)
957
Value
$269.2K
% of portfolio
0.2%
Quarters held
7
Since Q3 2024
Holdings of IBM by Talisman Wealth Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026957$269.2K0.2%+957NewHolders
Q1 20260$00.0%−973−100.0%Sold outHolders
Q4 2025973$290.6K0.2%00.0%UnchangedHolders
Q3 2025973$274.6K0.2%−1−0.1%ReducedHolders
Q2 2025974$287.2K0.3%+1+0.1%AddedHolders
Q1 2025973$242.0K0.2%+1+0.1%AddedHolders
Q4 2024972$213.7K0.2%00.0%UnchangedHolders
Q3 2024972$214.8K0.2%+972NewHolders