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Atlas Wealth Partners’s IBM IBM Stock Holding History

Atlas Wealth Partners’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 		$281K Sell
1,000
-50
-5% -$12.6K 0.31% 46
2026
Q1 		$255K Hold
1,050
– – 0.26% 51
2025
Q4 		$311K Hold
1,050
– – 0.34% 41
2025
Q3 		$296K Hold
1,050
– – 0.3% 40
2025
Q2 		$310K Hold
1,050
– – 0.36% 35
2025
Q1 		$261K Hold
1,050
– – 0.32% 42
2024
Q4 		$231K Hold
1,050
– – 0.29% 44
2024
Q3 		$232K Buy
+1,050
New +$206K 0.35% 47

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

Atlas Wealth Partners's IBM Position: Q2 2026 in Review

Atlas Wealth Partners reduced its IBM (IBM) stake by 4.8% in Q2 2026, selling an estimated $12.6K and leaving 1,000 shares worth $281K. The position accounts for 0.31% of the portfolio, ranked #46.

Atlas Wealth Partners first reported a position in IBM in Q3 2024 and has held it in 8 quarters since. The position peaked at $311K in Q4 2025. 3,629 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Atlas Wealth Partners held 1,000 shares of IBM worth $281K as of Q2 2026.
  • Atlas Wealth Partners sold 50 IBM shares in Q2 2026, an estimated $12.6K.
  • IBM made up 0.31% of Atlas Wealth Partners's portfolio in Q2 2026, its #46 holding.
  • Atlas Wealth Partners first reported a position in IBM in Q3 2024 and has held it in 8 quarters since.
  • Atlas Wealth Partners's IBM position peaked at $311K in Q4 2025.
  • 3,629 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Atlas Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.