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Angeles Wealth Management’s IBM IBM Stock Holding History

Angeles 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 		$1.65M Buy
5,878
+763
+15% +$192K 0.08% 108
2026
Q1 		$1.24M Buy
5,115
+474
+10% +$128K 0.07% 115
2025
Q4 		$1.37M Buy
4,641
+830
+22% +$249K 0.08% 104
2025
Q3 		$1.08M Buy
3,811
+20
+0.5% +$5.24K 0.07% 108
2025
Q2 		$1.12M Buy
3,791
+253
+7% +$65.2K 0.08% 97
2025
Q1 		$880K Sell
3,538
-18
-0.5% -$4.4K 0.07% 99
2024
Q4 		$782K Buy
3,556
+545
+18% +$121K 0.06% 110
2024
Q3 		$666K Buy
3,011
+226
+8% +$44.3K 0.06% 116
2024
Q2 		$482K Sell
2,785
-24
-0.9% -$4.17K 0.05% 129
2024
Q1 		$536K Buy
2,809
+74
+3% +$13.5K 0.05% 116
2023
Q4 		$447K Buy
2,735
+657
+32% +$99.3K 0.05% 120
2023
Q3 		$292K Buy
2,078
+65
+3% +$9.25K 0.04% 133
2023
Q2 		$269K Buy
+2,013
New +$260K 0.04% 150

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

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

Angeles Wealth Management increased its IBM (IBM) stake by 15% in Q2 2026, buying an estimated $192K and bringing the position to 5,878 shares worth $1.65M. The position accounts for 0.08% of the portfolio, ranked #108.

Angeles Wealth Management first reported a position in IBM in Q2 2023 and has held it in 13 quarters since. 3,629 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Angeles Wealth Management held 5,878 shares of IBM worth $1.65M as of Q2 2026.
  • Angeles Wealth Management bought 763 IBM shares in Q2 2026, an estimated $192K.
  • IBM made up 0.08% of Angeles Wealth Management's portfolio in Q2 2026, its #108 holding.
  • Angeles Wealth Management first reported a position in IBM in Q2 2023 and has held it in 13 quarters since.
  • 3,629 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Angeles Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.