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Diversify Wealth Management, LLC

SEC CIK
0002030780
Latest filing
Jul 29, 2026

IBM holding history

International Business Machines Corp in every 13F filed by Diversify 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)
52,800
Value
$11.4M
% of portfolio
0.2%
Quarters held
9
Since Q2 2024
Holdings of IBM by Diversify Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202652,800$11.4M0.2%+12,992+32.6%AddedHolders
Q1 202639,808$9.04M0.2%+19,967+100.6%AddedHolders
Q4 202519,841$6.01M0.3%+30+0.2%AddedHolders
Q3 202519,811$6.04M0.3%+559+2.9%AddedHolders
Q2 202519,252$4.52M0.3%+1,678+9.5%AddedHolders
Q1 202517,574$4.21M0.3%+1,997+12.8%AddedHolders
Q4 202415,577$3.42M0.3%+787+5.3%AddedHolders
Q3 202414,790$3.44M0.3%+3,660+32.9%AddedHolders
Q2 202411,130$2.04M0.3%–No prior filingHolders