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Badgley Phelps Wealth Managers’s IBM IBM Stock Holding History

Badgley Phelps Wealth Managers’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 		$13.9M Buy
49,384
+1,529
+3% +$385K 0.24% 100
2026
Q1 		$11.6M Sell
47,855
-1,942
-4% -$525K 0.23% 96
2025
Q4 		$14.8M Buy
49,797
+1,713
+4% +$513K 0.27% 90
2025
Q3 		$13.6M Buy
48,084
+19,467
+68% +$5.1M 0.29% 89
2025
Q2 		$8.44M Buy
28,617
+1,374
+5% +$354K 0.19% 114
2025
Q1 		$6.77M Buy
27,243
+23,325
+595% +$5.71M 0.16% 119
2024
Q4 		$861K Sell
3,918
-75
-2% -$16.7K 0.02% 180
2024
Q3 		$883K Buy
3,993
+1,874
+88% +$367K 0.02% 177
2024
Q2 		$366K Buy
2,119
+27
+1% +$4.69K 0.01% 212
2024
Q1 		$399K Sell
2,092
-25
-1% -$4.56K 0.01% 204
2023
Q4 		$346K Buy
+2,117
New +$320K 0.01% 205

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

Badgley Phelps Wealth Managers's IBM Position: Q2 2026 in Review

Badgley Phelps Wealth Managers increased its IBM (IBM) stake by 3.2% in Q2 2026, buying an estimated $385K and bringing the position to 49,384 shares worth $13.9M. The position accounts for 0.24% of the portfolio, ranked #100.

Badgley Phelps Wealth Managers first reported a position in IBM in Q4 2023 and has held it in 11 quarters since. The position peaked at $14.8M in Q4 2025. 3,629 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Badgley Phelps Wealth Managers held 49,384 shares of IBM worth $13.9M as of Q2 2026.
  • Badgley Phelps Wealth Managers bought 1,529 IBM shares in Q2 2026, an estimated $385K.
  • IBM made up 0.24% of Badgley Phelps Wealth Managers's portfolio in Q2 2026, its #100 holding.
  • Badgley Phelps Wealth Managers first reported a position in IBM in Q4 2023 and has held it in 11 quarters since.
  • Badgley Phelps Wealth Managers's IBM position peaked at $14.8M in Q4 2025.
  • 3,629 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Badgley Phelps Wealth Managers's 13F filing for Q2 2026, filed 31 Jul 2026.