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Keyvantage Wealth, LLC

SEC CIK
0002050555
Latest filing
Aug 11, 2026

IBM holding history

International Business Machines Corp in every 13F filed by Keyvantage Wealth, 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)
11,912
Value
$3.35M
% of portfolio
1.3%
Quarters held
7
Since Q4 2024
Holdings of IBM by Keyvantage Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202611,912$3.35M1.3%−541−4.3%ReducedHolders
Q1 202612,453$3.02M1.3%−54−0.4%ReducedHolders
Q4 202512,507$3.70M1.6%+21+0.2%AddedHolders
Q3 202512,486$3.52M1.5%−318−2.5%ReducedHolders
Q2 202512,804$3.77M1.7%+134+1.1%AddedHolders
Q1 202512,670$3.15M1.5%+11,661+1,155.7%AddedHolders
Q4 20241,009$221.8K0.2%–No prior filingHolders