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Brady Family Wealth’s IBM IBM Stock Holding History

Brady Family Wealth’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 		$447K Hold
1,588
– – 0.13% 80
2026
Q1 		$385K Hold
1,588
– – 0.12% 85
2025
Q4 		$470K Hold
1,588
– – 0.15% 78
2025
Q3 		$448K Hold
1,588
– – 0.14% 80
2025
Q2 		$468K Hold
1,588
– – 0.14% 86
2025
Q1 		$395K Buy
1,588
+3
+0.2% +$734 0.13% 88
2024
Q4 		$348K Hold
1,585
– – 0.11% 92
2024
Q3 		$350K Buy
+1,585
New +$311K 0.11% 98

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

Brady Family Wealth's IBM Position: Q2 2026 in Review

Brady Family Wealth held its IBM (IBM) position steady in Q2 2026 at 1,588 shares worth $447K. The position accounts for 0.13% of the portfolio, ranked #80.

Brady Family Wealth first reported a position in IBM in Q3 2024 and has held it in 8 quarters since. The position peaked at $470K in Q4 2025. 3,614 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Brady Family Wealth held 1,588 shares of IBM worth $447K as of Q2 2026.
  • Brady Family Wealth left its IBM share count unchanged in Q2 2026.
  • IBM made up 0.13% of Brady Family Wealth's portfolio in Q2 2026, its #80 holding.
  • Brady Family Wealth first reported a position in IBM in Q3 2024 and has held it in 8 quarters since.
  • Brady Family Wealth's IBM position peaked at $470K in Q4 2025.
  • 3,614 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Brady Family Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.