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Pathway Financial Advisers, LLC

SEC CIK
0002024152
Latest filing
Jul 30, 2026

IBM holding history

International Business Machines Corp in every 13F filed by Pathway Financial Advisers, 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)
18,115
Value
$5.09M
% of portfolio
1.3%
Quarters held
13
Since Q4 2022
Holdings of IBM by Pathway Financial Advisers, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202618,115$5.09M1.3%+152+0.8%AddedHolders
Q1 202617,963$4.35M1.2%−379−2.1%ReducedHolders
Q4 202518,342$5.43M1.6%−180−1.0%ReducedHolders
Q3 202518,522$5.19M1.5%−2,835−13.3%ReducedHolders
Q2 202521,357$6.30M2.0%−93−0.4%ReducedHolders
Q1 202521,450$5.33M1.8%+41+0.2%AddedHolders
Q4 202421,409$4.71M1.6%+21,409NewHolders
Q3 20240$00.0%−21,568−100.0%Sold outHolders
Q2 202421,568$3.71M1.3%−58−0.3%ReducedHolders
Q1 202421,626$4.13M1.5%−1,151−5.1%ReducedHolders
Q4 202322,777$3.73M1.4%−313−1.4%ReducedHolders
Q3 202323,090$3.24M1.3%–No prior filingHolders
Q2 2023––––Not filedHolders
Q1 202322,514$2.95M1.2%+1,771+8.5%AddedHolders
Q4 202220,743$2.92M1.2%–No prior filingHolders