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Beverly Hills Private Wealth’s IBM IBM Stock Holding History

Beverly Hills Private Wealth’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 		$557K Sell
1,982
-1,390
-41% -$350K 0.11% 150
2026
Q1 		$817K Sell
3,372
-156
-4% -$42.2K 0.14% 144
2025
Q4 		$1.04M Sell
3,528
-104
-3% -$31.1K 0.18% 122
2025
Q3 		$1.02M Sell
3,632
-64
-2% -$16.8K 0.18% 125
2025
Q2 		$1.09M Sell
3,696
-420
-10% -$108K 0.2% 122
2025
Q1 		$1.02M Sell
4,116
-173
-4% -$42.3K 0.2% 120
2024
Q4 		$943K Sell
4,289
-104
-2% -$23.2K 0.19% 124
2024
Q3 		$971K Sell
4,393
-823
-16% -$161K 0.2% 129
2024
Q2 		$902K Sell
5,216
-290
-5% -$50.4K 0.2% 127
2024
Q1 		$1.05M Sell
5,506
-706
-11% -$129K 0.24% 100
2023
Q4 		$1.02M Sell
6,212
-164
-3% -$24.8K 0.27% 88
2023
Q3 		$895K Sell
6,376
-5,787
-48% -$823K 0.27% 92
2023
Q2 		$1.75M Buy
12,163
+3,860
+46% +$498K 0.29% 84
2023
Q1 		$1.09M Buy
8,303
+2,143
+35% +$287K 0.34% 79
2022
Q4 		$868K Buy
+6,160
New +$850K 0.38% 75

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 $3.38T AUM 44.17% 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

Beverly Hills Private Wealth's IBM Position: Q2 2026 in Review

Beverly Hills Private Wealth reduced its IBM (IBM) stake by 41% in Q2 2026, selling an estimated $350K and leaving 1,982 shares worth $557K. The position accounts for 0.11% of the portfolio, ranked #150.

Beverly Hills Private Wealth first reported a position in IBM in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.75M in Q2 2023. 3,643 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Beverly Hills Private Wealth held 1,982 shares of IBM worth $557K as of Q2 2026.
  • Beverly Hills Private Wealth sold 1,390 IBM shares in Q2 2026, an estimated $350K.
  • IBM made up 0.11% of Beverly Hills Private Wealth's portfolio in Q2 2026, its #150 holding.
  • Beverly Hills Private Wealth first reported a position in IBM in Q4 2022 and has held it in 15 quarters since.
  • Beverly Hills Private Wealth's IBM position peaked at $1.75M in Q2 2023.
  • 3,643 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Beverly Hills Private Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.