Aberdeen Wealth Management’s IBM IBM Stock Holding History

Aberdeen 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	$522K	Sell	1,857 -1,002	-35%	-$252K	0.25%	64
2026 Q1	$693K	Hold	2,859	–	–	0.32%	66
2025 Q4	$847K	Hold	2,859	–	–	0.39%	54
2025 Q3	$807K	Hold	2,859	–	–	0.51%	56
2025 Q2	$843K	Hold	2,859	–	–	0.56%	54
2025 Q1	$711K	Hold	2,859	–	–	0.49%	62
2024 Q4	$628K	Hold	2,859	–	–	0.43%	68
2024 Q3	$632K	Sell	2,859 -100	-3%	-$19.6K	0.42%	71
2024 Q2	$512K	Buy	2,959 +50	+2%	+$8.69K	0.35%	83
2024 Q1	$556K	Hold	2,909	–	–	0.32%	81
2023 Q4	$476K	Hold	2,909	–	–	0.35%	83
2023 Q3	$408K	Hold	2,909	–	–	0.31%	93
2023 Q2	$389K	Buy	2,909 +25	+0.9%	+$3.23K	0.28%	99
2023 Q1	$378K	Hold	2,884	–	–	0.28%	99
2022 Q4	$406K	Hold	2,884	–	–	0.31%	93
2022 Q3	$343K	Hold	2,884	–	–	0.3%	97
2022 Q2	$407K	Sell	2,884 -1	-0%	-$135	0.32%	83
2022 Q1	$375K	Buy	2,885 +15	+0.5%	+$1.96K	0.26%	103
2021 Q4	$384K	Sell	2,870 -131	-4%	-$16.4K	0.25%	100
2021 Q3	$399K	Hold	3,001	–	–	0.39%	82
2021 Q2	$421K	Hold	3,001	–	–	0.39%	85
2021 Q1	$382K	Hold	3,001	–	–	0.3%	99
2020 Q4	$361K	Sell	3,001 -52	-2%	-$6.01K	0.27%	99
2020 Q3	$355K	Sell	3,053 -543	-15%	-$63.9K	0.34%	87
2020 Q2	$415K	Buy	3,596 +543	+18%	+$63.1K	0.44%	76
2020 Q1	$324K	Sell	3,053 -27	-0.9%	-$3.41K	0.39%	75
2019 Q4	$395K	Buy	+3,080	New	+$400K	0.29%	89

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

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

Aberdeen Wealth Management reduced its IBM (IBM) stake by 35% in Q2 2026, selling an estimated $252K and leaving 1,857 shares worth $522K. The position accounts for 0.25% of the portfolio, ranked #64.

Aberdeen Wealth Management first reported a position in IBM in Q4 2019 and has held it in 27 quarters since. The position peaked at $847K in Q4 2025. 3,629 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

Aberdeen Wealth Management held 1,857 shares of IBM worth $522K as of Q2 2026.
Aberdeen Wealth Management sold 1,002 IBM shares in Q2 2026, an estimated $252K.
IBM made up 0.25% of Aberdeen Wealth Management's portfolio in Q2 2026, its #64 holding.
Aberdeen Wealth Management first reported a position in IBM in Q4 2019 and has held it in 27 quarters since.
Aberdeen Wealth Management's IBM position peaked at $847K in Q4 2025.
3,629 funds tracked by Wall St. Rank held IBM as of Q2 2026.

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