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Core Wealth Partners LLC

SEC CIK
0001965078
Latest filing
Jul 17, 2026

IBM holding history

International Business Machines Corp in every 13F filed by Core Wealth Partners 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)
5,074
Value
$1.43M
% of portfolio
0.6%
Quarters held
15
Since Q4 2022
Holdings of IBM by Core Wealth Partners LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20265,074$1.43M0.6%−91−1.8%ReducedHolders
Q1 20265,165$1.25M0.6%−978−15.9%ReducedHolders
Q4 20256,143$1.82M0.8%+53+0.9%AddedHolders
Q3 20256,090$1.72M0.8%−1,652−21.3%ReducedHolders
Q2 20257,742$2.28M1.2%+355+4.8%AddedHolders
Q1 20257,387$1.84M1.1%+224+3.1%AddedHolders
Q4 20247,163$1.57M0.9%−658−8.4%ReducedHolders
Q3 20247,821$1.73M1.0%+365+4.9%AddedHolders
Q2 20247,456$1.29M0.9%+1,028+16.0%AddedHolders
Q1 20246,428$1.23M0.9%−383−5.6%ReducedHolders
Q4 20236,811$1.11M0.9%+33+0.5%AddedHolders
Q3 20236,778$950.8K0.9%+1,107+19.5%AddedHolders
Q2 20235,671$758.9K0.7%+329+6.2%AddedHolders
Q1 20235,342$700.4K0.7%+39+0.7%AddedHolders
Q4 20225,303$510.7K0.6%–No prior filingHolders