SEC 13F Intelligence

Wealthtrust Axiom LLC / IBM

Wealthtrust Axiom LLC’s International Business Machs Position

Does Wealthtrust Axiom LLC own International Business Machs (IBM)? Yes41.5K shares worth $10M (+2.47% of its 13F portfolio) as of Q1 2026, down from 41.9K shares the prior filed quarter.

Position Value
$10M
Q1 2026
Shares
41.5K
% of Portfolio
+2.47%
Quarters Held
30
currently held

Position History IBM

Reported value by quarter
Q4 ’18: $8MQ4 ’18Q1 ’19: $10MQ2 ’19: $10MQ3 ’19: $10MQ4 ’19: $9MQ4 ’19Q1 ’20: $8MQ2 ’20: $9MQ3 ’20: $9MQ4 ’20: $7MQ4 ’20Q1 ’21: $7MQ2 ’21: $8MQ3 ’21: $8MQ4 ’21: $8MQ4 ’21Q1 ’22: $8MQ2 ’22: $8MQ3 ’22: $7MQ4 ’22: $8MQ4 ’22Q1 ’23: $7MQ2 ’23: $7MQ3 ’23: $8MQ4 ’23: $9MQ4 ’23Q1 ’24: $10MQ2 ’24: $9MQ3 ’24: $12MQ4 ’24: $11MQ4 ’24Q1 ’25: $12MQ2 ’25: $13MQ3 ’25: $12MQ4 ’25: $12MQ4 ’25Q1 ’26: $10Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202641.5K$10M+2.47%
Q4 202541.9K$12M+3.19%
Q3 202542.5K$12M+3.21%
Q2 202543.4K$13M+3.76%
Q1 202549.4K$12M+3.74%
Q4 202452.0K$11M+3.41%
Q3 202452.5K$12M+3.44%
Q2 202453.2K$9M+3.05%
Q1 202453.7K$10M+3.30%
Q4 202355.1K$9M+3.01%
Q3 202354.4K$8M+2.74%
Q2 202354.7K$7M+2.43%
Q1 202355.1K$7M+2.46%
Q4 202255.5K$8M+2.73%
Q3 202257.8K$7M+2.62%
Q2 202258.2K$8M+2.93%
Q1 202258.3K$8M+2.37%
Q4 202158.0K$8M+2.48%
Q3 202157.4K$8M+2.70%
Q2 202155.2K$8M+2.60%
Q1 202155.8K$7M+2.52%
Q4 202058.9K$7M+2.69%
Q3 202073.6K$9M+3.86%
Q2 202072.4K$9M+3.85%
Q1 202073.3K$8M+3.99%
Q4 201968.3K$9M+3.06%
Q3 201969.5K$10M+3.57%
Q2 201970.6K$10M+3.38%
Q1 201968.0K$10M+3.41%
Q4 201868.0K$8M+3.17%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Wealthtrust Axiom LLC’s full portfolio or all institutional holders of IBM.