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Bernicke Wealth Management’s IBM IBM Stock Holding History

Bernicke 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 		$751K Sell
2,672
-37
-1% -$9.32K 0.09% 65
2026
Q1 		$657K Sell
2,709
-28
-1% -$7.58K 0.08% 69
2025
Q4 		$811K Buy
+2,737
New +$820K 0.1% 61

Other funds holding IBM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VPM
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
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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Bernicke Wealth Management reduced its IBM (IBM) stake by 1.4% in Q2 2026, selling an estimated $9.32K and leaving 2,672 shares worth $751K. The position accounts for 0.09% of the portfolio, ranked #65.

Bernicke Wealth Management first reported a position in IBM in Q4 2025 and has held it in 3 quarters since. The position peaked at $811K in Q4 2025. 3,169 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Bernicke Wealth Management held 2,672 shares of IBM worth $751K as of Q2 2026.
  • Bernicke Wealth Management sold 37 IBM shares in Q2 2026, an estimated $9.32K.
  • IBM made up 0.09% of Bernicke Wealth Management's portfolio in Q2 2026, its #65 holding.
  • Bernicke Wealth Management first reported a position in IBM in Q4 2025 and has held it in 3 quarters since.
  • Bernicke Wealth Management's IBM position peaked at $811K in Q4 2025.
  • 3,169 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Bernicke Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.