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Blue Bell Private Wealth Management’s IBM IBM Stock Holding History

Blue Bell Private 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 		$394K Sell
1,401
-200
-12% -$50.4K 0.05% 220
2026
Q1 		$388K Buy
1,601
+830
+108% +$225K 0.06% 196
2025
Q4 		$228K Buy
771
+214
+38% +$64.1K 0.03% 240
2025
Q3 		$157K Buy
557
+48
+9% +$12.6K 0.02% 275
2025
Q2 		$150K Buy
509
+12
+2% +$3.09K 0.03% 267
2025
Q1 		$124K Hold
497
– – 0.02% 271
2024
Q4 		$109K Hold
497
– – 0.02% 268
2024
Q3 		$110K Hold
497
– – 0.02% 267
2024
Q2 		$86K Hold
497
– – 0.02% 288
2024
Q1 		$94.9K Buy
497
+2
+0.4% +$365 0.02% 264
2023
Q4 		$81K Buy
495
+145
+41% +$21.9K 0.02% 257
2023
Q3 		$49.1K Hold
350
– – 0.01% 260
2023
Q2 		$46.8K Buy
350
+140
+67% +$18.1K 0.01% 264
2023
Q1 		$27.5K Hold
210
– – 0.01% 287
2022
Q4 		$29.6K Hold
210
– – 0.01% 270
2022
Q3 		$25K Sell
210
-1
-0.5% -$131 0.01% 276
2022
Q2 		$30K Sell
211
-4
-2% -$540 0.01% 264
2022
Q1 		$28K Hold
215
– – 0.01% 284
2021
Q4 		$29K Buy
+215
New +$27K 0.01% 259
2016
Q4 		– Sell
-3,023
Closed -$460K – 332
2016
Q3 		$460K Sell
3,023
-52
-2% -$7.89K 0.27% 54
2016
Q2 		$447K Sell
3,075
-512
-14% -$73.3K 0.29% 51
2016
Q1 		$519K Buy
3,587
+250
+7% +$31.9K 0.35% 55
2015
Q4 		$439K Sell
3,337
-104
-3% -$14K 0.3% 59
2015
Q3 		$477K Hold
3,441
– – 0.33% 54
2015
Q2 		$535K Hold
3,441
– – 0.32% 48
2015
Q1 		$528K Sell
3,441
-47
-1% -$7.13K 0.32% 52
2014
Q4 		$535K Sell
3,488
-157
-4% -$25K 0.31% 56
2014
Q3 		$662K Buy
3,645
+1
+0% +$182 0.4% 41
2014
Q2 		$632K Hold
3,644
– – 0.38% 45
2014
Q1 		$671K Hold
3,644
– – 0.45% 40
2013
Q4 		$653K Buy
+3,644
New +$628K 0.5% 39

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

Blue Bell Private Wealth Management's IBM Position: Q2 2026 in Review

Blue Bell Private Wealth Management reduced its IBM (IBM) stake by 12% in Q2 2026, selling an estimated $50.4K and leaving 1,401 shares worth $394K. The position accounts for 0.05% of the portfolio, ranked #220.

Blue Bell Private Wealth Management first reported a position in IBM in Q4 2013 and has held it in 31 quarters since. The position peaked at $671K in Q1 2014. 3,643 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Blue Bell Private Wealth Management held 1,401 shares of IBM worth $394K as of Q2 2026.
  • Blue Bell Private Wealth Management sold 200 IBM shares in Q2 2026, an estimated $50.4K.
  • IBM made up 0.05% of Blue Bell Private Wealth Management's portfolio in Q2 2026, its #220 holding.
  • Blue Bell Private Wealth Management first reported a position in IBM in Q4 2013 and has held it in 31 quarters since.
  • Blue Bell Private Wealth Management's IBM position peaked at $671K in Q1 2014.
  • 3,643 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Blue Bell Private Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.