Buckley Wealth Management’s IBM IBM Stock Holding History

Buckley 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	$554K	Buy	+1,970	New	+$496K	0.14%	88
2020 Q2	–	Sell	-2,029	Closed	-$215K	–	126
2020 Q1	$215K	Hold	2,029	–	–	0.12%	108
2019 Q4	$260K	Hold	2,029	–	–	0.12%	118
2019 Q3	$282K	Sell	2,029 -1,308	-39%	-$176K	0.14%	119
2019 Q2	$440K	Sell	3,337 -363	-10%	-$47.7K	0.21%	94
2019 Q1	$499K	Sell	3,700 -2,013	-35%	-$257K	0.24%	88
2018 Q4	$621K	Sell	5,713 -189	-3%	-$22.7K	0.32%	58
2018 Q3	$853K	Sell	5,902 -230	-4%	-$32.1K	0.37%	52
2018 Q2	$819K	Sell	6,132 -216	-3%	-$30.1K	0.39%	49
2018 Q1	$931K	Buy	6,348 +292	+5%	+$44.2K	0.46%	44
2017 Q4	$888K	Buy	+6,056	New	+$881K	0.45%	47

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

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

Buckley Wealth Management opened a new position in IBM (IBM) in Q2 2026: 1,970 shares worth $554K. The stake represents 0.14% of the portfolio and ranks #88 among its holdings. This is a return to the name: Buckley Wealth Management previously reported a position in IBM as recently as Q1 2020.

Buckley Wealth Management first reported a position in IBM in Q4 2017 and has held it in 11 quarters since. The position peaked at $931K in Q1 2018. 3,643 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

Buckley Wealth Management held 1,970 shares of IBM worth $554K as of Q2 2026.
IBM was a new Buckley Wealth Management position in Q2 2026.
IBM made up 0.14% of Buckley Wealth Management's portfolio in Q2 2026, its #88 holding.
Buckley Wealth Management first reported a position in IBM in Q4 2017 and has held it in 11 quarters since.
Buckley Wealth Management's IBM position peaked at $931K in Q1 2018.
3,643 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Buckley Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.