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Birchcreek Wealth Management’s IBM IBM Stock Holding History

Birchcreek 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 		$508K Buy
1,808
+442
+32% +$111K 0.2% 80
2026
Q1 		$331K Sell
1,366
-182
-12% -$49.2K 0.16% 88
2025
Q4 		$459K Sell
1,548
-98
-6% -$29.4K 0.23% 70
2025
Q3 		$464K Sell
1,646
-201
-11% -$52.6K 0.24% 70
2025
Q2 		$544K Sell
1,847
-157
-8% -$40.4K 0.31% 58
2025
Q1 		$498K Sell
2,004
-158
-7% -$38.6K 0.31% 57
2024
Q4 		$475K Buy
2,162
+639
+42% +$142K 0.3% 66
2024
Q3 		$337K Hold
1,523
– – 0.22% 84
2024
Q2 		$263K Sell
1,523
-574
-27% -$99.7K 0.15% 122
2024
Q1 		$400K Hold
2,097
– – 0.21% 101
2023
Q4 		$343K Buy
2,097
+163
+8% +$24.6K 0.21% 102
2023
Q3 		$271K Sell
1,934
-144
-7% -$20.5K 0.18% 112
2023
Q2 		$278K Buy
2,078
+194
+10% +$25K 0.19% 110
2023
Q1 		$247K Sell
1,884
-634
-25% -$84.8K 0.2% 109
2022
Q4 		$355K Hold
2,518
– – 0.32% 78
2022
Q3 		$299K Sell
2,518
-36
-1% -$4.72K 0.28% 86
2022
Q2 		$361K Buy
2,554
+264
+12% +$35.6K 0.32% 69
2022
Q1 		$298K Sell
2,290
-620
-21% -$80.9K 0.26% 84
2021
Q4 		$389K Buy
2,910
+1,159
+66% +$145K 0.34% 68
2021
Q3 		$233K Hold
1,751
– – 0.22% 102
2021
Q2 		$245K Hold
1,751
– – 0.24% 102
2021
Q1 		$223K Buy
1,751
+23
+1% +$2.75K 0.24% 101
2020
Q4 		$207K Buy
+1,728
New +$200K 0.2% 97

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

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

Birchcreek Wealth Management increased its IBM (IBM) stake by 32% in Q2 2026, buying an estimated $111K and bringing the position to 1,808 shares worth $508K. The position accounts for 0.2% of the portfolio, ranked #80.

Birchcreek Wealth Management first reported a position in IBM in Q4 2020 and has held it in 23 quarters since. The position peaked at $544K in Q2 2025. 3,630 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Birchcreek Wealth Management held 1,808 shares of IBM worth $508K as of Q2 2026.
  • Birchcreek Wealth Management bought 442 IBM shares in Q2 2026, an estimated $111K.
  • IBM made up 0.2% of Birchcreek Wealth Management's portfolio in Q2 2026, its #80 holding.
  • Birchcreek Wealth Management first reported a position in IBM in Q4 2020 and has held it in 23 quarters since.
  • Birchcreek Wealth Management's IBM position peaked at $544K in Q2 2025.
  • 3,630 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Birchcreek Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.