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North Berkeley Wealth Management, LLC

SEC CIK
0002062383
Latest filing
Jul 28, 2026

IBM holding history

International Business Machines Corp in every 13F filed by North Berkeley 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)
0
Sold out in Q2 2026
Value
$0
% of portfolio
0.0%
Quarters held
2
Since Q4 2025
Holdings of IBM by North Berkeley Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20260$00.0%−1,001−100.0%Sold outHolders
Q1 20261,001$242.6K0.1%+322+47.4%AddedHolders
Q4 2025679$201.1K0.1%+679NewHolders