Ankerstar Wealth’s IBM IBM Stock Holding History

Ankerstar 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	$92K	Buy	327 +30	+10%	+$7.56K	0.08%	127
2026 Q1	$72K	Hold	297	–	–	0.08%	127
2025 Q4	$88K	Buy	+297	New	+$88.9K	0.09%	107

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

Ankerstar Wealth's IBM Position: Q2 2026 in Review

Ankerstar Wealth increased its IBM (IBM) stake by 10% in Q2 2026, buying an estimated $7.56K and bringing the position to 327 shares worth $92K. The position accounts for 0.08% of the portfolio, ranked #127.

Ankerstar Wealth first reported a position in IBM in Q4 2025 and has held it in 3 quarters since. 3,618 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

Ankerstar Wealth held 327 shares of IBM worth $92K as of Q2 2026.
Ankerstar Wealth bought 30 IBM shares in Q2 2026, an estimated $7.56K.
IBM made up 0.08% of Ankerstar Wealth's portfolio in Q2 2026, its #127 holding.
Ankerstar Wealth first reported a position in IBM in Q4 2025 and has held it in 3 quarters since.
3,618 funds tracked by Wall St. Rank held IBM as of Q2 2026.

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