49 Wealth Management’s IBM IBM Stock Holding History

49 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	$383K	Buy	1,360 +465	+52%	+$117K	0.07%	119
2026 Q1	$217K	Buy	895 +93	+12%	+$25.2K	0.02%	182
2025 Q4	$238K	Buy	+802	New	+$240K	0.02%	174

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 $3.37T AUM 44.26% 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

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

49 Wealth Management increased its IBM (IBM) stake by 52% in Q2 2026, buying an estimated $117K and bringing the position to 1,360 shares worth $383K. The position accounts for 0.07% of the portfolio, ranked #119.

49 Wealth Management first reported a position in IBM in Q4 2025 and has held it in 3 quarters since. 3,632 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

49 Wealth Management held 1,360 shares of IBM worth $383K as of Q2 2026.
49 Wealth Management bought 465 IBM shares in Q2 2026, an estimated $117K.
IBM made up 0.07% of 49 Wealth Management's portfolio in Q2 2026, its #119 holding.
49 Wealth Management first reported a position in IBM in Q4 2025 and has held it in 3 quarters since.
3,632 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on 49 Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.