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BNC Wealth Management’s IBM IBM Stock Holding History

BNC 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 		$208K Buy
+738
New +$186K 0.05% 103
2026
Q1 		– Sell
-771
Closed -$228K – 114
2025
Q4 		$228K Hold
771
– – 0.06% 99
2025
Q3 		$218K Hold
771
– – 0.05% 100
2025
Q2 		$227K Buy
+771
New +$199K 0.07% 84
2020
Q4 		– Sell
-9,668
Closed -$1.13M – 266
2020
Q3 		$1.13M Buy
+9,668
New +$1.14M 0.79% 36

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

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

BNC Wealth Management opened a new position in IBM (IBM) in Q2 2026: 738 shares worth $208K. The stake represents 0.05% of the portfolio and ranks #103 among its holdings. This is a return to the name: BNC Wealth Management previously reported a position in IBM as recently as Q4 2025.

BNC Wealth Management first reported a position in IBM in Q3 2020 and has held it in 5 quarters since. The position peaked at $1.13M in Q3 2020. 3,629 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • BNC Wealth Management held 738 shares of IBM worth $208K as of Q2 2026.
  • IBM was a new BNC Wealth Management position in Q2 2026.
  • IBM made up 0.05% of BNC Wealth Management's portfolio in Q2 2026, its #103 holding.
  • BNC Wealth Management first reported a position in IBM in Q3 2020 and has held it in 5 quarters since.
  • BNC Wealth Management's IBM position peaked at $1.13M in Q3 2020.
  • 3,629 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on BNC Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.