BWM
IBM icon

Biltmore Wealth Management’s IBM IBM Stock Holding History

Biltmore 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 		$334K Sell
1,188
-45
-4% -$11.3K 0.1% 49
2026
Q1 		$299K Hold
1,233
– – 0.11% 53
2025
Q4 		$365K Sell
1,233
-16
-1% -$4.79K 0.14% 48
2025
Q3 		$352K Hold
1,249
– – 0.13% 49
2025
Q2 		$368K Hold
1,249
– – 0.15% 49
2025
Q1 		$311K Buy
1,249
+15
+1% +$3.67K 0.13% 50
2024
Q4 		$271K Buy
1,234
+46
+4% +$10.2K 0.11% 50
2024
Q3 		$263K Hold
1,188
– – 0.11% 51
2024
Q2 		$205K Buy
+1,188
New +$206K 0.09% 53
2018
Q2 		– Sell
-3,836
Closed -$563K – 40
2018
Q1 		$563K Buy
3,836
+37
+1% +$5.6K 0.53% 25
2017
Q4 		$557K Sell
3,799
-11
-0.3% -$1.6K 0.5% 24
2017
Q3 		$528K Sell
3,810
-2,003
-34% -$279K 0.56% 24
2017
Q2 		$855K Buy
5,813
+138
+2% +$20.8K 0.96% 14
2017
Q1 		$945K Buy
+5,675
New +$952K 0.87% 11

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

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

Biltmore Wealth Management reduced its IBM (IBM) stake by 3.6% in Q2 2026, selling an estimated $11.3K and leaving 1,188 shares worth $334K. The position accounts for 0.1% of the portfolio, ranked #49.

Biltmore Wealth Management first reported a position in IBM in Q1 2017 and has held it in 14 quarters since. The position peaked at $945K in Q1 2017. 3,629 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Biltmore Wealth Management held 1,188 shares of IBM worth $334K as of Q2 2026.
  • Biltmore Wealth Management sold 45 IBM shares in Q2 2026, an estimated $11.3K.
  • IBM made up 0.1% of Biltmore Wealth Management's portfolio in Q2 2026, its #49 holding.
  • Biltmore Wealth Management first reported a position in IBM in Q1 2017 and has held it in 14 quarters since.
  • Biltmore Wealth Management's IBM position peaked at $945K in Q1 2017.
  • 3,629 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Biltmore Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.