Affinity Wealth Management’s IBM IBM Stock Holding History

Affinity 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	$286K	Buy	+1,016	New	+$256K	0.04%	96
2026 Q1	–	Sell	-765	Closed	-$227K	–	109
2025 Q4	$227K	Hold	765	–	–	0.03%	99
2025 Q3	$216K	Hold	765	–	–	0.03%	103
2025 Q2	$226K	Buy	+765	New	+$197K	0.04%	95
2017 Q3	–	Sell	-1,397	Closed	-$205K	–	76
2017 Q2	$205K	Sell	1,397 -227	-14%	-$34.2K	0.13%	68
2017 Q1	$270K	Hold	1,624	–	–	0.15%	47
2016 Q4	$258K	Hold	1,624	–	–	0.15%	49
2016 Q3	$247K	Hold	1,624	–	–	0.16%	49
2016 Q2	$236K	Hold	1,624	–	–	0.16%	44
2016 Q1	$235K	Buy	+1,624	New	+$207K	0.14%	42
2015 Q3	–	Sell	-1,624	Closed	-$252K	–	45
2015 Q2	$252K	Buy	+1,624	New	+$261K	0.16%	35
2015 Q1	–	Sell	-1,377	Closed	-$211K	–	52
2014 Q4	$211K	Buy	+1,377	New	+$219K	0.17%	34
2014 Q2	$239K	Buy	+1,377	New	+$248K	0.23%	24
2013 Q3	$202K	Hold	1,143	–	–	0.09%	53
2013 Q2	$209K	Buy	+1,143	New	+$223K	0.1%	45

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

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

Affinity Wealth Management opened a new position in IBM (IBM) in Q2 2026: 1,016 shares worth $286K. The stake represents 0.04% of the portfolio and ranks #96 among its holdings. This is a return to the name: Affinity Wealth Management previously reported a position in IBM as recently as Q4 2025.

Affinity Wealth Management first reported a position in IBM in Q2 2013 and has held it in 15 quarters since. 3,629 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

Affinity Wealth Management held 1,016 shares of IBM worth $286K as of Q2 2026.
IBM was a new Affinity Wealth Management position in Q2 2026.
IBM made up 0.04% of Affinity Wealth Management's portfolio in Q2 2026, its #96 holding.
Affinity Wealth Management first reported a position in IBM in Q2 2013 and has held it in 15 quarters since.
3,629 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Affinity Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.