Bartlett & Co. Wealth Management LLC

SEC CIK: 0002010186
Latest filing: Jul 24, 2026

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IBM holding history

International Business Machines Corp in every 13F filed by Bartlett & Co. 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 overview All 13F holders of IBM Full Q2 2026 holdings

Shares (Q2 2026): 26,333
Value: $7.41M
% of portfolio: 0.1%
Quarters held: 22; Since Q1 2021

Holdings of IBM by Bartlett & Co. Wealth Management LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	26,333	$7.41M	0.1%	+3,360+14.6%	Added	Holders
Q1 2026	22,973	$5.27M	0.1%	+308+1.4%	Added	Holders
Q4 2025	22,665	$6.71M	0.1%	−687−2.9%	Reduced	Holders
Q3 2025	23,352	$6.59M	0.1%	−33−0.1%	Reduced	Holders
Q2 2025	23,385	$6.89M	0.1%	−234−1.0%	Reduced	Holders
Q1 2025	23,619	$5.87M	0.1%	−1,697−6.7%	Reduced	Holders
Q4 2024	25,316	$5.57M	0.1%	−277−1.1%	Reduced	Holders
Q3 2024	25,593	$5.66M	0.1%	−196−0.8%	Reduced	Holders
Q2 2024	25,789	$4.46M	0.1%	−1,094−4.1%	Reduced	Holders
Q1 2024	26,883	$5.13M	0.1%	−225−0.8%	Reduced	Holders
Q4 2023	27,108	$4.44M	0.1%	−5,325−16.4%	Reduced	Holders
Q3 2023	32,433	$4.55M	0.1%	−1,441−4.3%	Reduced	Holders
Q2 2023	33,874	$4.53M	0.1%	−111−0.3%	Reduced	Holders
Q1 2023	33,985	$4.43M	0.1%	−1,054−3.0%	Reduced	Holders
Q4 2022	35,039	$4.94M	0.1%	−922−2.6%	Reduced	Holders
Q3 2022	35,961	$4.27M	0.1%	+736+2.1%	Added	Holders
Q2 2022	35,225	$4.97M	0.1%	−470−1.3%	Reduced	Holders
Q1 2022	35,695	$4.64M	0.1%	−720−2.0%	Reduced	Holders
Q4 2021	36,415	$4.87M	0.1%	+148+0.4%	Added	Holders
Q3 2021	36,267	$5.04M	0.1%	−85−0.2%	Reduced	Holders
Q2 2021	36,352	$5.33M	0.1%	−1,646−4.3%	Reduced	Holders
Q1 2021	37,998	$5.06M	0.1%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.