INTL BUSINESS MACHINES CORP · CUSIP 459200101 · CIK 1853401
As of 2026-06-30, ADVOCATE GROUP LLC reported 36.35K IBM (shares), valued at $10.22M, or 1.54% of its reported non-derivative portfolio. Filed 2026-07-17.
Verify history & sources →Shares decreased 4.16%; reported value increased 11.20%, and weight changed +0.10 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 1.54% | 36,351 | SEC filing ↗Filed Jul 17, 2026 |
| Q1 2026 | 1.44% | 37,927 | SEC filing ↗Filed Apr 13, 2026 |
| Q4 2025 | 1.87% | 38,994 | SEC filing ↗Filed Jan 20, 2026 |
| Q3 2025 | 2.08% | 44,837 | SEC filing ↗Filed Oct 20, 2025 |
| Q2 2025 | 2.51% | 47,683 | SEC filing ↗Filed Jul 25, 2025 |
| Q1 2025 | 2.35% | 51,925 | SEC filing ↗Filed Apr 22, 2025 |
| Q4 2024 | 2.37% | 57,139 | SEC filing ↗Filed Jan 21, 2025 |
| Q3 2024 | 2.63% | 65,603 | SEC filing ↗Filed Oct 9, 2024 |
| Q2 2024 | 2.27% | 65,079 | SEC filing ↗Filed Jul 10, 2024 |
| Q1 2024 | 2.53% | 66,555 | SEC filing ↗Filed Apr 25, 2024 |
| Q4 2023 | 2.48% | 70,515 | SEC filing ↗Filed Jan 19, 2024 |
| Q3 2023 | 2.31% | 71,045 | SEC filing ↗Filed Oct 17, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 2.31% | 71,045 | $9.97M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Oct 17, 2023 |
| Q4 2023 | 2.48% | 70,515 | $11.53M | Shares decreased 0.75%; reported value increased 15.70%, and weight changed +0.17 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 19, 2024 |
| Q1 2024 | 2.53% | 66,555 | $12.71M | Shares decreased 5.62%; reported value increased 10.20%, and weight changed +0.05 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 25, 2024 |
| Q2 2024 | 2.27% | 65,079 | $11.26M | Shares decreased 2.22%; reported value decreased 11.44%, and weight changed -0.26 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 10, 2024 |
| Q3 2024 | 2.63% | 65,603 | $14.50M | Shares increased 0.81%; reported value increased 28.86%, and weight changed +0.36 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 9, 2024 |
| Q4 2024 | 2.37% | 57,139 | $12.56M | Shares decreased 12.90%; reported value decreased 13.39%, and weight changed -0.26 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 21, 2025 |
| Q1 2025 | 2.35% | 51,925 | $12.91M | Shares decreased 9.13%; reported value increased 2.79%, and weight changed -0.02 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 22, 2025 |
| Q2 2025 | 2.51% | 47,683 | $14.06M | Shares decreased 8.17%; reported value increased 8.86%, and weight changed +0.16 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 25, 2025 |
| Q3 2025 | 2.08% | 44,837 | $12.65M | Shares decreased 5.97%; reported value decreased 9.99%, and weight changed -0.43 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 20, 2025 |
| Q4 2025 | 1.87% | 38,994 | $11.55M | Shares decreased 13.03%; reported value decreased 8.70%, and weight changed -0.21 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 20, 2026 |
| Q1 2026 | 1.44% | 37,927 | $9.19M | Shares decreased 2.74%; reported value decreased 20.41%, and weight changed -0.43 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 13, 2026 |
| Q2 2026 | 1.54% | 36,351 | $10.22M | Shares decreased 4.16%; reported value increased 11.20%, and weight changed +0.10 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 17, 2026 |
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This page includes 12 of 12 reported holdings. Sign in to look up the full history beyond 3 years, use advanced screening & filtering, download CSV, and get the complete set through the Akkru API.
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.