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LMG Wealth Partners, LLC

SEC CIK
0001965772
Latest filing
Aug 12, 2026

IBM holding history

International Business Machines Corp in every 13F filed by LMG 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)
3,464
Value
$974.1K
% of portfolio
0.2%
Quarters held
15
Since Q4 2022
Holdings of IBM by LMG Wealth Partners, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,464$974.1K0.2%00.0%UnchangedHolders
Q1 20263,464$839.6K0.2%00.0%UnchangedHolders
Q4 20253,464$1.03M0.2%+72+2.1%AddedHolders
Q3 20253,392$957.1K0.2%+35+1.0%AddedHolders
Q2 20253,357$989.6K0.2%+14+0.4%AddedHolders
Q1 20253,343$831.3K0.2%−26−0.8%ReducedHolders
Q4 20243,369$740.6K0.2%+30+0.9%AddedHolders
Q3 20243,339$738.2K0.2%−156−4.5%ReducedHolders
Q2 20243,495$604.5K0.2%+4+0.1%AddedHolders
Q1 20243,491$666.6K0.2%+52+1.5%AddedHolders
Q4 20233,439$562.4K0.2%−145−4.0%ReducedHolders
Q3 20233,584$502.8K0.2%+90+2.6%AddedHolders
Q2 20233,494$467.5K0.1%−3,925−52.9%ReducedHolders
Q1 20237,419$972.6K0.3%+55+0.7%AddedHolders
Q4 20227,364$1.07M0.4%–No prior filingHolders