Bradley & Co Private Wealth Management’s IBM IBM Stock Holding History

Bradley & Co 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	$118K	Hold	419	–	–	0.06%	75
2026 Q1	$102K	Hold	419	–	–	0.05%	72
2025 Q4	$124K	Buy	419 +100	+31%	+$29.9K	0.07%	71
2025 Q3	$90K	Buy	319 +14	+5%	+$3.67K	0.05%	65
2025 Q2	$89.9K	Hold	305	–	–	0.06%	59
2025 Q1	$75.8K	Hold	305	–	–	0.05%	63
2024 Q4	$67K	Buy	+305	New	+$67.9K	0.04%	62
2024 Q2	$52.7K	Hold	305	–	–	0.04%	63
2024 Q1	$58.2K	Hold	305	–	–	0.05%	60
2023 Q4	$49.9K	Hold	305	–	–	0.05%	60
2023 Q3	$42.8K	Hold	305	–	–	0.04%	66
2023 Q2	$40.8K	Hold	305	–	–	0.04%	66
2023 Q1	$40K	Hold	305	–	–	0.04%	65
2022 Q4	$43K	Hold	305	–	–	0.05%	66
2022 Q3	$37K	Hold	305	–	–	0.04%	78
2022 Q2	$43K	Buy	305 +13	+4%	+$1.75K	0.05%	87
2022 Q1	$38K	Hold	292	–	–	0.03%	95
2021 Q4	$39K	Sell	292 -13	-4%	-$1.63K	0.03%	95
2021 Q3	$41K	Hold	305	–	–	0.04%	96
2021 Q2	$43K	Sell	305 -105	-26%	-$14.4K	0.04%	101
2021 Q1	$52K	Buy	+410	New	+$49.1K	0.05%	91

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 $3.38T AUM 44.17% 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

Bradley & Co Private Wealth Management's IBM Position: Q2 2026 in Review

Bradley & Co Private Wealth Management held its IBM (IBM) position steady in Q2 2026 at 419 shares worth $118K. The position accounts for 0.06% of the portfolio, ranked #75.

Bradley & Co Private Wealth Management first reported a position in IBM in Q1 2021 and has held it in 21 quarters since. The position peaked at $124K in Q4 2025. 3,643 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

Bradley & Co Private Wealth Management held 419 shares of IBM worth $118K as of Q2 2026.
Bradley & Co Private Wealth Management left its IBM share count unchanged in Q2 2026.
IBM made up 0.06% of Bradley & Co Private Wealth Management's portfolio in Q2 2026, its #75 holding.
Bradley & Co Private Wealth Management first reported a position in IBM in Q1 2021 and has held it in 21 quarters since.
Bradley & Co Private Wealth Management's IBM position peaked at $124K in Q4 2025.
3,643 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Bradley & Co Private Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.