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Bernardo Wealth Planning’s IBM IBM Stock Holding History

Bernardo Wealth Planning’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 		$400K Buy
1,421
+97
+7% +$24.4K 0.07% 91
2026
Q1 		$321K Buy
1,324
+12
+0.9% +$3.25K 0.06% 95
2025
Q4 		$389K Buy
1,312
+29
+2% +$8.69K 0.07% 88
2025
Q3 		$362K Buy
1,283
+10
+0.8% +$2.62K 0.07% 86
2025
Q2 		$375K Buy
1,273
+46
+4% +$11.9K 0.08% 79
2025
Q1 		$305K Buy
1,227
+36
+3% +$8.81K 0.07% 89
2024
Q4 		$262K Buy
1,191
+28
+2% +$6.24K 0.06% 95
2024
Q3 		$271K Hold
1,163
– – 0.07% 92
2024
Q2 		$201K Hold
1,163
– – 0.05% 100
2024
Q1 		$222K Buy
+1,163
New +$212K 0.06% 93
2021
Q1 		– Sell
-2,218
Closed -$266K – 105
2020
Q4 		$266K Sell
2,218
-856
-28% -$98.9K 0.1% 146
2020
Q3 		$357K Buy
3,074
+208
+7% +$24.5K 0.16% 103
2020
Q2 		$330K Sell
2,866
-179
-6% -$20.8K 0.18% 108
2020
Q1 		$322K Sell
3,045
-447
-13% -$56.5K 0.22% 104
2019
Q4 		$447K Hold
3,492
– – 0.27% 88
2019
Q3 		$485K Sell
3,492
-157
-4% -$21.2K 0.35% 68
2019
Q2 		$481K Sell
3,649
-159
-4% -$20.9K 0.38% 67
2019
Q1 		$514K Sell
3,808
-215
-5% -$27.4K 0.41% 60
2018
Q4 		$437K Buy
+4,023
New +$483K 0.39% 63

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

Bernardo Wealth Planning's IBM Position: Q2 2026 in Review

Bernardo Wealth Planning increased its IBM (IBM) stake by 7.3% in Q2 2026, buying an estimated $24.4K and bringing the position to 1,421 shares worth $400K. The position accounts for 0.07% of the portfolio, ranked #91.

Bernardo Wealth Planning first reported a position in IBM in Q4 2018 and has held it in 19 quarters since. The position peaked at $514K in Q1 2019. 3,630 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Bernardo Wealth Planning held 1,421 shares of IBM worth $400K as of Q2 2026.
  • Bernardo Wealth Planning bought 97 IBM shares in Q2 2026, an estimated $24.4K.
  • IBM made up 0.07% of Bernardo Wealth Planning's portfolio in Q2 2026, its #91 holding.
  • Bernardo Wealth Planning first reported a position in IBM in Q4 2018 and has held it in 19 quarters since.
  • Bernardo Wealth Planning's IBM position peaked at $514K in Q1 2019.
  • 3,630 funds tracked by Wall St. Rank held IBM as of Q2 2026.

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