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Blossom Wealth Management’s IBM IBM Stock Holding History

Blossom 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 		$920K Sell
3,270
-106
-3% -$26.7K 1.3% 21
2026
Q1 		$818K Sell
3,376
-152
-4% -$41.1K 1.21% 24
2025
Q4 		$1.05M Sell
3,528
-209
-6% -$62.6K 1.72% 14
2025
Q3 		$1.05M Buy
3,737
+11
+0.3% +$2.88K 1.7% 15
2025
Q2 		$1.1M Sell
3,726
-185
-5% -$47.7K 1.95% 13
2025
Q1 		$973K Sell
3,911
-315
-7% -$77.1K 1.96% 14
2024
Q4 		$929K Sell
4,226
-512
-11% -$114K 1.79% 14
2024
Q3 		$1.05M Sell
4,738
-20
-0.4% -$3.92K 2.11% 12
2024
Q2 		$823K Buy
4,758
+37
+0.8% +$6.43K 1.79% 14
2024
Q1 		$902K Buy
4,721
+30
+0.6% +$5.47K 2.17% 12
2023
Q4 		$767K Sell
4,691
-38
-0.8% -$5.74K 2.07% 12
2023
Q3 		$663K Buy
4,729
+25
+0.5% +$3.56K 2.12% 13
2023
Q2 		$629K Buy
4,704
+160
+4% +$20.6K 2.3% 13
2023
Q1 		$596K Buy
4,544
+572
+14% +$76.5K 2.42% 12
2022
Q4 		$560K Buy
3,972
+397
+11% +$54.8K 2.7% 13
2022
Q3 		$425K Buy
3,575
+3
+0.1% +$394 2.39% 16
2022
Q2 		$504K Buy
3,572
+393
+12% +$53K 2.55% 13
2022
Q1 		$413K Buy
3,179
+247
+8% +$32.2K 1.86% 20
2021
Q4 		$392K Buy
2,932
+22
+0.8% +$2.76K 1.93% 21
2021
Q3 		$387K Buy
2,910
+323
+12% +$43.2K 2.3% 20
2021
Q2 		$363K Buy
+2,587
New +$354K 2.73% 18

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

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

Blossom Wealth Management reduced its IBM (IBM) stake by 3.1% in Q2 2026, selling an estimated $26.7K and leaving 3,270 shares worth $920K. The position accounts for 1.3% of the portfolio, ranked #21.

Blossom Wealth Management first reported a position in IBM in Q2 2021 and has held it in 21 quarters since. The position peaked at $1.1M in Q2 2025. 3,633 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Blossom Wealth Management held 3,270 shares of IBM worth $920K as of Q2 2026.
  • Blossom Wealth Management sold 106 IBM shares in Q2 2026, an estimated $26.7K.
  • IBM made up 1.3% of Blossom Wealth Management's portfolio in Q2 2026, its #21 holding.
  • Blossom Wealth Management first reported a position in IBM in Q2 2021 and has held it in 21 quarters since.
  • Blossom Wealth Management's IBM position peaked at $1.1M in Q2 2025.
  • 3,633 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Blossom Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.