Skip to main content

Sonoma Private Wealth LLC

SEC CIK
0001965757
Latest filing
Aug 14, 2026

IBM holding history

International Business Machines Corp in every 13F filed by Sonoma Private 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 (Q1 2026)
0
Sold out in Q1 2026
Value
$0
% of portfolio
0.0%
Quarters held
13
Since Q4 2022
Holdings of IBM by Sonoma Private Wealth LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20260$00.0%−958−100.0%Sold outHolders
Q4 2025958$283.8K0.3%00.0%UnchangedHolders
Q3 2025958$270.3K0.3%+28+3.0%AddedHolders
Q2 2025930$274.1K0.3%−38−3.9%ReducedHolders
Q1 2025968$240.7K0.3%−222−18.7%ReducedHolders
Q4 20241,190$261.6K0.4%−248−17.2%ReducedHolders
Q3 20241,438$317.9K0.5%−87−5.7%ReducedHolders
Q2 20241,525$263.7K0.4%00.0%UnchangedHolders
Q1 20241,525$291.2K0.5%+20+1.3%AddedHolders
Q4 20231,505$246.1K0.4%−758−33.5%ReducedHolders
Q3 20232,263$317.5K0.6%+8+0.4%AddedHolders
Q2 20232,255$301.7K0.5%+145+6.9%AddedHolders
Q1 20232,110$276.6K0.5%−541−20.4%ReducedHolders
Q4 20222,651$373.5K0.8%–No prior filingHolders