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Blalock Williams’s IBM IBM Stock Holding History

Blalock Williams’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 		$247K Buy
880
+50
+6% +$12.6K 0.16% 137
2026
Q1 		$201K Sell
830
-91
-10% -$24.6K 0.16% 144
2025
Q4 		$273K Sell
921
-436
-32% -$131K 0.22% 104
2025
Q3 		$383K Sell
1,357
-67
-5% -$17.5K 0.34% 77
2025
Q2 		$420K Buy
1,424
+214
+18% +$55.1K 0.42% 65
2025
Q1 		$301K Buy
1,210
+78
+7% +$19.1K 0.34% 81
2024
Q4 		$249K Buy
+1,132
New +$252K 0.29% 91

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 $3.38T AUM 44.17% 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

Blalock Williams's IBM Position: Q2 2026 in Review

Blalock Williams increased its IBM (IBM) stake by 6% in Q2 2026, buying an estimated $12.6K and bringing the position to 880 shares worth $247K. The position accounts for 0.16% of the portfolio, ranked #137.

Blalock Williams first reported a position in IBM in Q4 2024 and has held it in 7 quarters since. The position peaked at $420K in Q2 2025. 3,643 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Blalock Williams held 880 shares of IBM worth $247K as of Q2 2026.
  • Blalock Williams bought 50 IBM shares in Q2 2026, an estimated $12.6K.
  • IBM made up 0.16% of Blalock Williams's portfolio in Q2 2026, its #137 holding.
  • Blalock Williams first reported a position in IBM in Q4 2024 and has held it in 7 quarters since.
  • Blalock Williams's IBM position peaked at $420K in Q2 2025.
  • 3,643 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Blalock Williams's 13F filing for Q2 2026, filed 7 Aug 2026.