Blodgett Wealth Advisors’s IBM IBM Stock Holding History

Blodgett Wealth Advisors’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	$449K	Buy	1,595 +2	+0.1%	+$504	0.3%	47
2026 Q1	$386K	Hold	1,593	–	–	0.31%	40
2025 Q4	$472K	Hold	1,593	–	–	0.33%	36
2025 Q3	$449K	Hold	1,593	–	–	0.31%	38
2025 Q2	$470K	Hold	1,593	–	–	0.37%	38
2025 Q1	$396K	Hold	1,593	–	–	0.34%	38
2024 Q4	$350K	Sell	1,593 -25	-2%	-$5.57K	0.27%	41
2024 Q3	$358K	Hold	1,618	–	–	0.3%	43
2024 Q2	$280K	Hold	1,618	–	–	0.24%	48
2024 Q1	$309K	Hold	1,618	–	–	0.28%	46
2023 Q4	$265K	Sell	1,618 -150	-8%	-$22.7K	0.27%	49
2023 Q3	$248K	Sell	1,768 -50	-3%	-$7.11K	0.27%	50
2023 Q2	$243K	Sell	1,818 -100	-5%	-$12.9K	0.25%	52
2023 Q1	$251K	Hold	1,918	–	–	0.29%	50
2022 Q4	$270K	Hold	1,918	–	–	0.33%	49
2022 Q3	$228K	Hold	1,918	–	–	0.27%	56
2022 Q2	$271K	Hold	1,918	–	–	0.3%	54
2022 Q1	$249K	Hold	1,918	–	–	0.21%	68
2021 Q4	$256K	Buy	+1,918	New	+$241K	0.2%	77

Other funds holding IBM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Blodgett Wealth Advisors's IBM Position: Q2 2026 in Review

Blodgett Wealth Advisors increased its IBM (IBM) stake by 0.13% in Q2 2026, buying an estimated $504 and bringing the position to 1,595 shares worth $449K. The position accounts for 0.3% of the portfolio, ranked #47.

Blodgett Wealth Advisors first reported a position in IBM in Q4 2021 and has held it in 19 quarters since. The position peaked at $472K in Q4 2025. 3,629 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

Blodgett Wealth Advisors held 1,595 shares of IBM worth $449K as of Q2 2026.
Blodgett Wealth Advisors bought 2 IBM shares in Q2 2026, an estimated $504.
IBM made up 0.3% of Blodgett Wealth Advisors's portfolio in Q2 2026, its #47 holding.
Blodgett Wealth Advisors first reported a position in IBM in Q4 2021 and has held it in 19 quarters since.
Blodgett Wealth Advisors's IBM position peaked at $472K in Q4 2025.
3,629 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Blodgett Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.