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Adams Wealth Management’s IBM IBM Stock Holding History

Adams 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 		$756K Buy
2,689
+387
+17% +$97.5K 0.14% 92
2026
Q1 		$558K Buy
2,302
+632
+38% +$171K 0.12% 88
2025
Q4 		$495K Sell
1,670
-199
-11% -$59.6K 0.11% 95
2025
Q3 		$527K Sell
1,869
-96
-5% -$25.1K 0.11% 91
2025
Q2 		$579K Buy
+1,965
New +$506K 0.11% 86

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 $3.38T AUM 44.17% 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

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

Adams Wealth Management increased its IBM (IBM) stake by 17% in Q2 2026, buying an estimated $97.5K and bringing the position to 2,689 shares worth $756K. The position accounts for 0.14% of the portfolio, ranked #92.

Adams Wealth Management first reported a position in IBM in Q2 2025 and has held it in 5 quarters since. 3,643 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Adams Wealth Management held 2,689 shares of IBM worth $756K as of Q2 2026.
  • Adams Wealth Management bought 387 IBM shares in Q2 2026, an estimated $97.5K.
  • IBM made up 0.14% of Adams Wealth Management's portfolio in Q2 2026, its #92 holding.
  • Adams Wealth Management first reported a position in IBM in Q2 2025 and has held it in 5 quarters since.
  • 3,643 funds tracked by Wall St. Rank held IBM as of Q2 2026.

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