BWM
IBM icon

BKM Wealth Management’s IBM IBM Stock Holding History

BKM 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 		$2.44M Buy
8,673
+309
+4% +$77.9K 0.86% 31
2026
Q1 		$2.03M Buy
8,364
+435
+5% +$118K 0.74% 40
2025
Q4 		$2.35M Sell
7,929
-107
-1% -$32K 0.86% 32
2025
Q3 		$2.27M Buy
8,036
+147
+2% +$38.5K 0.84% 35
2025
Q2 		$2.33M Sell
7,889
-120
-1% -$30.9K 0.91% 30
2025
Q1 		$1.99M Sell
8,009
-123
-2% -$30.1K 0.82% 38
2024
Q4 		$1.79M Sell
8,132
-551
-6% -$123K 0.73% 39
2024
Q3 		$1.92M Buy
8,683
+1,623
+23% +$318K 0.78% 35
2024
Q2 		$1.22M Sell
7,060
-2,069
-23% -$360K 0.59% 54
2024
Q1 		$1.74M Buy
9,129
+104
+1% +$19K 0.75% 39
2023
Q4 		$1.48M Buy
+9,025
New +$1.36M 0.63% 45

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

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

BKM Wealth Management increased its IBM (IBM) stake by 3.7% in Q2 2026, buying an estimated $77.9K and bringing the position to 8,673 shares worth $2.44M. The position accounts for 0.86% of the portfolio, ranked #31.

BKM Wealth Management first reported a position in IBM in Q4 2023 and has held it in 11 quarters since. 3,629 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • BKM Wealth Management held 8,673 shares of IBM worth $2.44M as of Q2 2026.
  • BKM Wealth Management bought 309 IBM shares in Q2 2026, an estimated $77.9K.
  • IBM made up 0.86% of BKM Wealth Management's portfolio in Q2 2026, its #31 holding.
  • BKM Wealth Management first reported a position in IBM in Q4 2023 and has held it in 11 quarters since.
  • 3,629 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on BKM Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.