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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
2022
Q1 		– Sell
-1
Closed -$13K – 887
2021
Q4 		$13K Hold
1
– – ﹤0.01% 361
2021
Q3 		$2K Buy
+1
New +$134 ﹤0.01% 166

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.