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BIP Wealth’s IBM IBM Stock Holding History

BIP 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 		$1.13M Buy
4,035
+593
+17% +$149K 0.03% 240
2026
Q1 		$835K Sell
3,442
-894
-21% -$242K 0.03% 226
2025
Q4 		$1.28M Buy
4,336
+1,178
+37% +$353K 0.05% 185
2025
Q3 		$891K Buy
3,158
+255
+9% +$66.7K 0.04% 132
2025
Q2 		$856K Sell
2,903
-327
-10% -$84.2K 0.05% 112
2025
Q1 		$803K Sell
3,230
-96
-3% -$23.5K 0.05% 116
2024
Q4 		$731K Buy
3,326
+200
+6% +$44.5K 0.05% 125
2024
Q3 		$691K Buy
3,126
+762
+32% +$149K 0.05% 116
2024
Q2 		$409K Sell
2,364
-280
-11% -$48.7K 0.03% 127
2024
Q1 		$505K Sell
2,644
-375
-12% -$68.4K 0.04% 124
2023
Q4 		$494K Buy
3,019
+160
+6% +$24.2K 0.04% 119
2023
Q3 		$401K Sell
2,859
-375
-12% -$53.4K 0.04% 116
2023
Q2 		$433K Hold
3,234
– – 0.04% 115
2023
Q1 		$424K Buy
+3,234
New +$433K 0.05% 123

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

BIP Wealth's IBM Position: Q2 2026 in Review

BIP Wealth increased its IBM (IBM) stake by 17% in Q2 2026, buying an estimated $149K and bringing the position to 4,035 shares worth $1.13M. The position accounts for 0.03% of the portfolio, ranked #240.

BIP Wealth first reported a position in IBM in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.28M in Q4 2025. 3,629 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • BIP Wealth held 4,035 shares of IBM worth $1.13M as of Q2 2026.
  • BIP Wealth bought 593 IBM shares in Q2 2026, an estimated $149K.
  • IBM made up 0.03% of BIP Wealth's portfolio in Q2 2026, its #240 holding.
  • BIP Wealth first reported a position in IBM in Q1 2023 and has held it in 14 quarters since.
  • BIP Wealth's IBM position peaked at $1.28M in Q4 2025.
  • 3,629 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on BIP Wealth's 13F filing for Q2 2026, filed 3 Aug 2026.