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Livermore
Livermore
ZHEN

Summit Wealth Partners, LLC

SEC CIK
0002033312
Latest filing
Aug 3, 2026

IBM holding history

International Business Machines Corp in every 13F filed by Summit 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)
2,444
Value
$687.2K
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of IBM by Summit Wealth Partners, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,444$687.2K0.1%+10.0%AddedHolders
Q1 20262,443$592.1K0.1%+605+32.9%AddedHolders
Q4 20251,838$544.4K0.1%+1+0.1%AddedHolders
Q3 20251,837$518.4K0.1%+1+0.1%AddedHolders
Q2 20251,836$541.3K0.1%−100−5.2%ReducedHolders
Q1 20251,936$481.3K0.1%+1+0.1%AddedHolders
Q4 20241,935$425.3K0.1%+1+0.1%AddedHolders
Q3 20241,934$427.5K0.1%+101+5.5%AddedHolders
Q2 20241,833$317.0K0.1%+2+0.1%AddedHolders
Q1 20241,831$349.7K0.1%+1+0.1%AddedHolders
Q4 20231,830$299.3K0.1%−1,753−48.9%ReducedHolders
Q3 20233,583$502.7K0.1%−904−20.1%ReducedHolders
Q2 20234,487$600.4K0.2%00.0%UnchangedHolders
Q1 20234,487$588.1K0.2%+1,524+51.4%AddedHolders
Q4 20222,963$417.4K0.1%+3+0.1%AddedHolders
Q3 20222,960$351.6K0.1%−2,056−41.0%ReducedHolders
Q2 20225,016$708.2K0.2%+2,865+133.2%AddedHolders
Q1 20222,151$279.6K0.1%+2+0.1%AddedHolders
Q4 20212,149$287.2K0.1%−92−4.1%ReducedHolders
Q3 20212,241$311.3K0.1%+2+0.1%AddedHolders
Q2 20212,239$328.2K0.1%+77+3.6%AddedHolders
Q1 20212,162$288.1K0.1%––Holders

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