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Gutierrez Wealth Advisory, LLC

SEC CIK
0001965923
Latest filing
Aug 3, 2026

IBM holding history

International Business Machines Corp in every 13F filed by Gutierrez Wealth Advisory, 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)
1,340
Value
$376.9K
% of portfolio
0.2%
Quarters held
7
Since Q4 2024
Holdings of IBM by Gutierrez Wealth Advisory, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,340$376.9K0.2%+51+4.0%AddedHolders
Q1 20261,289$312.3K0.2%−13−1.0%ReducedHolders
Q4 20251,302$385.6K0.2%+104+8.7%AddedHolders
Q3 20251,198$338.0K0.2%+7+0.6%AddedHolders
Q2 20251,191$351.1K0.2%+127+11.9%AddedHolders
Q1 20251,064$264.7K0.2%+7+0.7%AddedHolders
Q4 20241,057$232.4K0.2%–No prior filingHolders