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BKM Wealth Management, LLC

SEC CIK
0002007263
Latest filing
Jul 29, 2026

IBM holding history

International Business Machines Corp in every 13F filed by BKM Wealth Management, 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)
8,673
Value
$2.44M
% of portfolio
0.9%
Quarters held
11
Since Q4 2023
Holdings of IBM by BKM Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20268,673$2.44M0.9%+309+3.7%AddedHolders
Q1 20268,364$2.03M0.7%+435+5.5%AddedHolders
Q4 20257,929$2.35M0.9%−107−1.3%ReducedHolders
Q3 20258,036$2.27M0.8%+147+1.9%AddedHolders
Q2 20257,889$2.33M0.9%−120−1.5%ReducedHolders
Q1 20258,009$1.99M0.8%−123−1.5%ReducedHolders
Q4 20248,132$1.79M0.7%−551−6.3%ReducedHolders
Q3 20248,683$1.92M0.8%+1,623+23.0%AddedHolders
Q2 20247,060$1.22M0.6%−2,069−22.7%ReducedHolders
Q1 20249,129$1.74M0.7%+104+1.2%AddedHolders
Q4 20239,025$1.48M0.6%–No prior filingHolders