Caldwell Trust Co

SEC CIK: 0002080218
Latest filing: Aug 3, 2026

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IBM holding history

International Business Machines Corp in every 13F filed by Caldwell Trust Co, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

IBM overview All 13F holders of IBM Full Q2 2026 holdings

Shares (Q2 2026): 22,680
Value: $6.38M
% of portfolio: 0.5%
Quarters held: 22; Since Q1 2021

Holdings of IBM by Caldwell Trust Co, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	22,680	$6.38M	0.5%	+2,333+11.5%	Added	Holders
Q1 2026	20,347	$4.93M	0.4%	+557+2.8%	Added	Holders
Q4 2025	19,790	$5.86M	0.5%	+1,368+7.4%	Added	Holders
Q3 2025	18,422	$5.20M	0.5%	+2,128+13.1%	Added	Holders
Q2 2025	16,294	$4.80M	0.5%	+1,342+9.0%	Added	Holders
Q1 2025	14,952	$3.72M	0.4%	+2,686+21.9%	Added	Holders
Q4 2024	12,266	$2.70M	0.3%	+3,883+46.3%	Added	Holders
Q3 2024	8,383	$1.85M	0.2%	+856+11.4%	Added	Holders
Q2 2024	7,527	$1.30M	0.1%	+306+4.2%	Added	Holders
Q1 2024	7,221	$1.38M	0.2%	−8,387−53.7%	Reduced	Holders
Q4 2023	15,608	$2.55M	0.3%	−164−1.0%	Reduced	Holders
Q3 2023	15,772	$2.21M	0.3%	−282−1.8%	Reduced	Holders
Q2 2023	16,054	$2.15M	0.3%	+295+1.9%	Added	Holders
Q1 2023	15,759	$2.07M	0.3%	−238−1.5%	Reduced	Holders
Q4 2022	15,997	$2.25M	0.3%	−65−0.4%	Reduced	Holders
Q3 2022	16,062	$1.91M	0.3%	−613−3.7%	Reduced	Holders
Q2 2022	16,675	$2.35M	0.3%	+64+0.4%	Added	Holders
Q1 2022	16,611	$2.16M	0.3%	−1,078−6.1%	Reduced	Holders
Q4 2021	17,689	$2.36M	0.3%	−3,398−16.1%	Reduced	Holders
Q3 2021	21,087	$2.93M	0.4%	−562−2.6%	Reduced	Holders
Q2 2021	21,649	$3.17M	0.4%	+910+4.4%	Added	Holders
Q1 2021	20,739	$2.76M	0.4%	–	–	Holders

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