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Monument Group Wealth Advisors, LLC

SEC CIK
0001965665
Latest filing
Jul 27, 2026

IBM holding history

International Business Machines Corp in every 13F filed by Monument Group 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 (Q3 2025)
0
Sold out in Q3 2025
Value
$0
% of portfolio
0.0%
Quarters held
6
Since Q1 2024
Holdings of IBM by Monument Group Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20250$00.0%−1,676−100.0%Sold outHolders
Q2 20251,676$494.1K0.3%−83−4.7%ReducedHolders
Q1 20251,759$437.4K0.3%00.0%UnchangedHolders
Q4 20241,759$386.7K0.3%00.0%UnchangedHolders
Q3 20241,759$388.9K0.2%−51−2.8%ReducedHolders
Q2 20241,810$313.0K0.2%00.0%UnchangedHolders
Q1 20241,810$345.6K0.3%+1,810NewHolders