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55 North Private Wealth’s IBM IBM Stock Holding History

55 North Private Wealth’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 		$463K Buy
1,648
+217
+15% +$54.7K 0.09% 103
2026
Q1 		$347K Buy
1,431
+119
+9% +$32.2K 0.09% 113
2025
Q4 		$389K Buy
+1,312
New +$393K 0.1% 100

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

55 North Private Wealth's IBM Position: Q2 2026 in Review

55 North Private Wealth increased its IBM (IBM) stake by 15% in Q2 2026, buying an estimated $54.7K and bringing the position to 1,648 shares worth $463K. The position accounts for 0.09% of the portfolio, ranked #103.

55 North Private Wealth first reported a position in IBM in Q4 2025 and has held it in 3 quarters since. 3,610 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • 55 North Private Wealth held 1,648 shares of IBM worth $463K as of Q2 2026.
  • 55 North Private Wealth bought 217 IBM shares in Q2 2026, an estimated $54.7K.
  • IBM made up 0.09% of 55 North Private Wealth's portfolio in Q2 2026, its #103 holding.
  • 55 North Private Wealth first reported a position in IBM in Q4 2025 and has held it in 3 quarters since.
  • 3,610 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on 55 North Private Wealth's 13F filing for Q2 2026, filed 7 Jul 2026.