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Balboa Wealth Partners’s IBM IBM Stock Holding History

Balboa 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 		$648K Sell
2,305
-65
-3% -$16.4K 0.09% 190
2026
Q1 		$574K Sell
2,370
-871
-27% -$236K 0.1% 178
2025
Q4 		$960K Buy
3,241
+396
+14% +$119K 0.16% 103
2025
Q3 		$803K Sell
2,845
-756
-21% -$198K 0.14% 120
2025
Q2 		$1.06M Buy
3,601
+1,640
+84% +$423K 0.21% 87
2025
Q1 		$488K Sell
1,961
-300
-13% -$73.4K 0.12% 133
2024
Q4 		$497K Sell
2,261
-169
-7% -$37.6K 0.11% 145
2024
Q3 		$537K Buy
2,430
+910
+60% +$178K 0.13% 135
2024
Q2 		$263K Buy
1,520
+31
+2% +$5.39K 0.07% 213
2024
Q1 		$284K Buy
1,489
+254
+21% +$46.3K 0.08% 172
2023
Q4 		$202K Sell
1,235
-827
-40% -$125K 0.07% 213
2023
Q3 		$289K Sell
2,062
-105
-5% -$14.9K 0.11% 162
2023
Q2 		$290K Buy
2,167
+380
+21% +$49K 0.1% 166
2023
Q1 		$234K Buy
1,787
+12
+0.7% +$1.6K 0.09% 199
2022
Q4 		$250K Sell
1,775
-1,202
-40% -$166K 0.11% 184
2022
Q3 		$354K Buy
+2,977
New +$391K 0.16% 120

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

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

Balboa Wealth Partners reduced its IBM (IBM) stake by 2.7% in Q2 2026, selling an estimated $16.4K and leaving 2,305 shares worth $648K. The position accounts for 0.09% of the portfolio, ranked #190.

Balboa Wealth Partners first reported a position in IBM in Q3 2022 and has held it in 16 quarters since. The position peaked at $1.06M in Q2 2025. 3,640 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Balboa Wealth Partners held 2,305 shares of IBM worth $648K as of Q2 2026.
  • Balboa Wealth Partners sold 65 IBM shares in Q2 2026, an estimated $16.4K.
  • IBM made up 0.09% of Balboa Wealth Partners's portfolio in Q2 2026, its #190 holding.
  • Balboa Wealth Partners first reported a position in IBM in Q3 2022 and has held it in 16 quarters since.
  • Balboa Wealth Partners's IBM position peaked at $1.06M in Q2 2025.
  • 3,640 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Balboa Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.