1 North Wealth Services’s IBM IBM Stock Holding History

1 North Wealth Services’s Portfolio IBM Stock Details IBM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$15.2K	Buy	54 +44	+440%	+$11.1K	0.01%	155
2026 Q1	$2.42K	Hold	10	–	–	﹤0.01%	237
2025 Q4	$2.96K	Hold	10	–	–	﹤0.01%	237
2025 Q3	$2.82K	Hold	10	–	–	﹤0.01%	217
2025 Q2	$2.95K	Hold	10	–	–	﹤0.01%	215
2025 Q1	$2.49K	Buy	+10	New	+$2.45K	﹤0.01%	225
2019 Q4	$7K	Buy	51 +1	+2%	+$130	﹤0.01%	224
2019 Q3	$7K	Buy	+50	New	+$6.74K	﹤0.01%	179
2019 Q1	$7K	Hold	50	–	–	﹤0.01%	170
2018 Q4	$5K	Buy	+50	New	+$6K	﹤0.01%	190

Other funds holding IBM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

1 North Wealth Services's IBM Position: Q2 2026 in Review

1 North Wealth Services increased its IBM (IBM) stake by 440% in Q2 2026, buying an estimated $11.1K and bringing the position to 54 shares worth $15.2K. The position accounts for 0.01% of the portfolio, ranked #155.

1 North Wealth Services first reported a position in IBM in Q4 2018 and has held it in 10 quarters since. 3,643 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

1 North Wealth Services held 54 shares of IBM worth $15.2K as of Q2 2026.
1 North Wealth Services bought 44 IBM shares in Q2 2026, an estimated $11.1K.
IBM made up 0.01% of 1 North Wealth Services's portfolio in Q2 2026, its #155 holding.
1 North Wealth Services first reported a position in IBM in Q4 2018 and has held it in 10 quarters since.
3,643 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on 1 North Wealth Services's 13F filing for Q2 2026, filed 3 Aug 2026.