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JPL Wealth Management, LLC

SEC CIK
0002010710
Latest filing
Aug 13, 2026

IBM holding history

International Business Machines Corp in every 13F filed by JPL 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)
14,534
Value
$4.09M
% of portfolio
0.8%
Quarters held
8
Since Q2 2024
Holdings of IBM by JPL Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202614,534$4.09M0.8%−316−2.1%ReducedHolders
Q1 202614,850$3.60M0.8%+91+0.6%AddedHolders
Q4 202514,759$4.37M1.1%−932−5.9%ReducedHolders
Q3 202515,691$4.43M1.1%+206+1.3%AddedHolders
Q2 202515,485$4.56M1.2%−8−0.1%ReducedHolders
Q1 202515,493$3.85M1.1%+278+1.8%AddedHolders
Q4 202415,215$3.34M1.0%–No prior filingHolders
Q3 2024––––Not filedHolders
Q2 202410,933$1.89M0.9%+10,933NewHolders