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Atlantic Private Wealth’s IBM IBM Stock Holding History

Atlantic Private 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 		$72.3K Hold
257
– – 0.04% 97
2026
Q1 		$62.3K Hold
257
– – 0.04% 116
2025
Q4 		$76.1K Sell
257
-2
-0.8% -$599 0.05% 98
2025
Q3 		$73.1K Hold
259
– – 0.05% 89
2025
Q2 		$76.4K Buy
259
+9
+4% +$2.32K 0.05% 84
2025
Q1 		$62.2K Hold
250
– – 0.05% 101
2024
Q4 		$55K Hold
250
– – 0.04% 83
2024
Q3 		$55.3K Buy
+250
New +$49K 0.04% 81
2023
Q4 		– Sell
-50
Closed -$7.01K – 112
2023
Q3 		$7.01K Buy
+50
New +$7.11K 0.01% 87

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

Atlantic Private Wealth's IBM Position: Q2 2026 in Review

Atlantic Private Wealth held its IBM (IBM) position steady in Q2 2026 at 257 shares worth $72.3K. The position accounts for 0.04% of the portfolio, ranked #97.

Atlantic Private Wealth first reported a position in IBM in Q3 2023 and has held it in 9 quarters since. The position peaked at $76.4K in Q2 2025. 3,629 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Atlantic Private Wealth held 257 shares of IBM worth $72.3K as of Q2 2026.
  • Atlantic Private Wealth left its IBM share count unchanged in Q2 2026.
  • IBM made up 0.04% of Atlantic Private Wealth's portfolio in Q2 2026, its #97 holding.
  • Atlantic Private Wealth first reported a position in IBM in Q3 2023 and has held it in 9 quarters since.
  • Atlantic Private Wealth's IBM position peaked at $76.4K in Q2 2025.
  • 3,629 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Atlantic Private Wealth's 13F filing for Q2 2026, filed 11 Aug 2026.