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Base Wealth Management’s IBM IBM Stock Holding History

Base Wealth Management’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 		$228K Buy
+811
New +$204K 0.11% 61
2026
Q1 		– Sell
-811
Closed -$240K – 63
2025
Q4 		$240K Hold
811
– – 0.13% 50
2025
Q3 		$229K Hold
811
– – 0.13% 53
2025
Q2 		$239K Hold
811
– – 0.15% 50
2025
Q1 		$202K Buy
+811
New +$198K 0.15% 49

Other funds holding IBM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Base Wealth Management's IBM Position: Q2 2026 in Review

Base Wealth Management opened a new position in IBM (IBM) in Q2 2026: 811 shares worth $228K. The stake represents 0.11% of the portfolio and ranks #61 among its holdings. This is a return to the name: Base Wealth Management previously reported a position in IBM as recently as Q4 2025.

Base Wealth Management first reported a position in IBM in Q1 2025 and has held it in 5 quarters since. The position peaked at $240K in Q4 2025. 2,952 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Base Wealth Management held 811 shares of IBM worth $228K as of Q2 2026.
  • IBM was a new Base Wealth Management position in Q2 2026.
  • IBM made up 0.11% of Base Wealth Management's portfolio in Q2 2026, its #61 holding.
  • Base Wealth Management first reported a position in IBM in Q1 2025 and has held it in 5 quarters since.
  • Base Wealth Management's IBM position peaked at $240K in Q4 2025.
  • 2,952 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Base Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.