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Bullock Wealth Management Group

SEC CIK
0002067581
Latest filing
Aug 19, 2026

IBM holding history

International Business Machines Corp in every 13F filed by Bullock Wealth Management Group, 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)
2,866
Value
$820.3K
% of portfolio
0.4%
Quarters held
10
Since Q1 2024
Holdings of IBM by Bullock Wealth Management Group, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,866$820.3K0.4%+194+7.3%AddedHolders
Q1 20262,672$649.8K0.3%+120+4.7%AddedHolders
Q4 20252,552$755.8K0.4%−25−1.0%ReducedHolders
Q3 20252,577$738.4K0.4%−34−1.3%ReducedHolders
Q2 20252,611$760.3K0.4%−161−5.8%ReducedHolders
Q1 20252,772$693.9K0.4%−8−0.3%ReducedHolders
Q4 20242,780$611.1K0.4%+2+0.1%AddedHolders
Q3 20242,778$609.3K0.4%−161−5.5%ReducedHolders
Q2 20242,939$514.6K0.3%−722−19.7%ReducedHolders
Q1 20243,661$695.0K0.5%–No prior filingHolders