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Livermore
Livermore
ZHEN

Olistico Wealth, LLC

SEC CIK
0001962695
Latest filing
Jul 13, 2026

IBM holding history

International Business Machines Corp in every 13F filed by Olistico Wealth, 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)
4,580
Value
$1.29M
% of portfolio
0.6%
Quarters held
15
Since Q4 2022
Holdings of IBM by Olistico Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20264,580$1.29M0.6%00.0%UnchangedHolders
Q1 20264,580$1.11M0.5%+420+10.1%AddedHolders
Q4 20254,160$1.23M0.6%+25+0.6%AddedHolders
Q3 20254,135$1.17M0.6%00.0%UnchangedHolders
Q2 20254,135$1.22M0.7%+70+1.7%AddedHolders
Q1 20254,065$1.01M0.6%+325+8.7%AddedHolders
Q4 20243,740$822.2K0.5%+450+13.7%AddedHolders
Q3 20243,290$727.4K0.4%+1,025+45.3%AddedHolders
Q2 20242,265$391.7K0.2%−223−9.0%ReducedHolders
Q1 20242,488$475.1K0.3%−900−26.6%ReducedHolders
Q4 20233,388$554.1K0.4%00.0%UnchangedHolders
Q3 20233,388$475.3K0.4%00.0%UnchangedHolders
Q2 20233,388$453.3K0.4%00.0%UnchangedHolders
Q1 20233,388$444.1K0.4%+275+8.8%AddedHolders
Q4 20223,113$438.6K0.5%–No prior filingHolders