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44 Wealth Management’s IBM IBM Stock Holding History

44 Wealth Management’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 		$3.96M Buy
14,067
+666
+5% +$168K 1.31% 12
2026
Q1 		$3.25M Sell
13,401
-398
-3% -$108K 1.14% 17
2025
Q4 		$4.09M Buy
13,799
+364
+3% +$109K 1.37% 9
2025
Q3 		$3.79M Buy
13,435
+8,001
+147% +$2.09M 1.29% 8
2025
Q2 		$1.6M Sell
5,434
-435
-7% -$112K 0.57% 60
2025
Q1 		$1.46M Buy
5,869
+772
+15% +$189K 0.55% 60
2024
Q4 		$1.12M Sell
5,097
-37
-0.7% -$8.24K 0.43% 78
2024
Q3 		$1.19M Buy
+5,134
New +$1.01M 0.42% 77
2023
Q2 		$402K Buy
3,002
+35
+1% +$4.52K 0.14% 118
2023
Q1 		$389K Sell
2,967
-764
-20% -$102K 0.13% 124
2022
Q4 		$526K Buy
3,731
+831
+29% +$115K 0.18% 103
2022
Q3 		$345K Sell
2,900
-125
-4% -$16.4K 0.14% 121
2022
Q2 		$427K Sell
3,025
-2,157
-42% -$291K 0.17% 112
2022
Q1 		$674K Sell
5,182
-6,612
-56% -$862K 0.24% 95
2021
Q4 		$1.58M Sell
11,794
-149
-1% -$18.7K 0.55% 46
2021
Q3 		$1.59M Buy
11,943
+778
+7% +$104K 0.61% 48
2021
Q2 		$1.56M Buy
11,165
+3,840
+52% +$525K 0.6% 49
2021
Q1 		$933K Buy
7,325
+2,456
+50% +$294K 0.39% 62
2020
Q4 		$586K Buy
+4,869
New +$563K 0.27% 87

Other funds holding IBM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

44 Wealth Management's IBM Position: Q2 2026 in Review

44 Wealth Management increased its IBM (IBM) stake by 5% in Q2 2026, buying an estimated $168K and bringing the position to 14,067 shares worth $3.96M. The position accounts for 1.31% of the portfolio, ranked #12.

44 Wealth Management first reported a position in IBM in Q4 2020 and has held it in 19 quarters since. The position peaked at $4.09M in Q4 2025. 3,629 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • 44 Wealth Management held 14,067 shares of IBM worth $3.96M as of Q2 2026.
  • 44 Wealth Management bought 666 IBM shares in Q2 2026, an estimated $168K.
  • IBM made up 1.31% of 44 Wealth Management's portfolio in Q2 2026, its #12 holding.
  • 44 Wealth Management first reported a position in IBM in Q4 2020 and has held it in 19 quarters since.
  • 44 Wealth Management's IBM position peaked at $4.09M in Q4 2025.
  • 3,629 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on 44 Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.