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Vertrix Wealth Management, LLC

SEC CIK
0002118328
Latest filing
Jul 9, 2026

IBM holding history

International Business Machines Corp in every 13F filed by Vertrix 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)
13,194
Value
$3.71M
% of portfolio
1.2%
Quarters held
2
Since Q1 2026
Holdings of IBM by Vertrix Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202613,194$3.71M1.2%−2,173−14.1%ReducedHolders
Q1 202615,367$3.72M1.4%–No prior filingHolders