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ORG Wealth Partners, LLC

SEC CIK
0002032602
Latest filing
Jul 30, 2026

IBM holding history

International Business Machines Corp in every 13F filed by ORG Wealth Partners, 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)
11,844
Value
$3.34M
% of portfolio
0.5%
Quarters held
8
Since Q3 2024
Holdings of IBM by ORG Wealth Partners, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202611,844$3.34M0.5%+19+0.2%AddedHolders
Q1 202611,825$2.87M0.6%+782+7.1%AddedHolders
Q4 202511,043$3.28M0.8%+109+1.0%AddedHolders
Q3 202510,934$3.09M0.7%+176+1.6%AddedHolders
Q2 202510,758$3.14M0.8%−265−2.4%ReducedHolders
Q1 202511,023$2.77M0.8%+7,891+251.9%AddedHolders
Q4 20243,132$688.5K0.2%−245−7.3%ReducedHolders
Q3 20243,377$746.6K0.2%–No prior filingHolders