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BlackDiamond Wealth Management’s IBM IBM Stock Holding History

BlackDiamond 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 		$324K Buy
1,372
+144
+12% +$36.3K 0.13% 158
2026
Q1 		$298K Buy
1,228
+1
+0.1% +$271 0.14% 143
2025
Q4 		$364K Buy
1,227
+119
+11% +$35.6K 0.18% 117
2025
Q3 		$313K Buy
1,108
+84
+8% +$22K 0.17% 116
2025
Q2 		$298K Buy
1,024
+92
+10% +$23.7K 0.17% 115
2025
Q1 		$232K Buy
+932
New +$228K 0.16% 132

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

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

BlackDiamond Wealth Management increased its IBM (IBM) stake by 12% in Q2 2026, buying an estimated $36.3K and bringing the position to 1,372 shares worth $324K. The position accounts for 0.13% of the portfolio, ranked #158.

BlackDiamond Wealth Management first reported a position in IBM in Q1 2025 and has held it in 6 quarters since. The position peaked at $364K in Q4 2025. 3,638 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • BlackDiamond Wealth Management held 1,372 shares of IBM worth $324K as of Q2 2026.
  • BlackDiamond Wealth Management bought 144 IBM shares in Q2 2026, an estimated $36.3K.
  • IBM made up 0.13% of BlackDiamond Wealth Management's portfolio in Q2 2026, its #158 holding.
  • BlackDiamond Wealth Management first reported a position in IBM in Q1 2025 and has held it in 6 quarters since.
  • BlackDiamond Wealth Management's IBM position peaked at $364K in Q4 2025.
  • 3,638 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on BlackDiamond Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.