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Disclosery

WealthTrust Axiom LLC: IBM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of WealthTrust Axiom LLC on IBM, newest first. How the timeline and the estimate are built.

WealthTrust Axiom LLC held 41,110 IBM shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 41,110 shares
    Change vs previous 13F -366 shares

    2.58% of the 13F portfolio, value $11,560,543.

    13F-HR 0001425949-26-000009 filed by WealthTrust Axiom LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 41,476 shares
    Change vs previous 13F -442 shares

    2.47% of the 13F portfolio, value $10,053,454.

    13F-HR 0001425949-26-000005 filed by WealthTrust Axiom LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 41,918 shares
    Change vs previous 13F -602 shares

    3.19% of the 13F portfolio, value $12,416,419.

    13F-HR 0001425949-26-000004 filed by WealthTrust Axiom LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 42,520 shares
    Change vs previous 13F -904 shares

    3.21% of the 13F portfolio, value $11,997,454.

    13F-HR 0001425949-25-000004 filed by WealthTrust Axiom LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 43,424 shares
    Change vs previous 13F -5,933 shares

    3.76% of the 13F portfolio, value $12,800,637.

    13F-HR 0001085146-25-004962 filed by WealthTrust Axiom LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 49,357 shares
    Change vs previous 13F -2,641 shares

    3.74% of the 13F portfolio, value $12,273,226.

    13F-HR 0001085146-25-003158 filed by WealthTrust Axiom LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 51,998 shares
    Change vs previous 13F -493 shares

    3.41% of the 13F portfolio, value $11,430,787.

    13F-HR 0001085146-25-001260 filed by WealthTrust Axiom LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 52,491 shares
    Change vs previous 13F not available

    3.44% of the 13F portfolio, value $11,604,607.

    13F-HR 0001085146-24-005661 filed by WealthTrust Axiom LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).