Skip to main content

TRB Wealth Management, LLC

SEC CIK
0002130988
Latest filing
Aug 11, 2026

IBM holding history

International Business Machines Corp in every 13F filed by TRB 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)
4,713
Value
$1.33M
% of portfolio
0.2%
Quarters held
2
Since Q1 2026
Holdings of IBM by TRB Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20264,713$1.33M0.2%+75+1.6%AddedHolders
Q1 20264,638$1.12M0.2%–No prior filingHolders