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Bullock Wealth Management’s IBM IBM Stock Holding History

Bullock 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 		$820K Buy
2,866
+194
+7% +$48.9K 0.36% 69
2026
Q1 		$650K Buy
2,672
+120
+5% +$32.5K 0.33% 77
2025
Q4 		$756K Sell
2,552
-25
-1% -$7.49K 0.37% 65
2025
Q3 		$738K Sell
2,577
-34
-1% -$8.9K 0.37% 70
2025
Q2 		$760K Sell
2,611
-161
-6% -$41.5K 0.4% 63
2025
Q1 		$694K Sell
2,772
-8
-0.3% -$1.96K 0.39% 59
2024
Q4 		$611K Buy
2,780
+2
+0.1% +$445 0.36% 62
2024
Q3 		$609K Sell
2,778
-161
-5% -$31.6K 0.37% 70
2024
Q2 		$515K Sell
2,939
-722
-20% -$125K 0.34% 75
2024
Q1 		$695K Buy
+3,661
New +$668K 0.47% 57

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

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

Bullock Wealth Management increased its IBM (IBM) stake by 7.3% in Q2 2026, buying an estimated $48.9K and bringing the position to 2,866 shares worth $820K. The position accounts for 0.36% of the portfolio, ranked #69.

Bullock Wealth Management first reported a position in IBM in Q1 2024 and has held it in 10 quarters since. 3,643 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Bullock Wealth Management held 2,866 shares of IBM worth $820K as of Q2 2026.
  • Bullock Wealth Management bought 194 IBM shares in Q2 2026, an estimated $48.9K.
  • IBM made up 0.36% of Bullock Wealth Management's portfolio in Q2 2026, its #69 holding.
  • Bullock Wealth Management first reported a position in IBM in Q1 2024 and has held it in 10 quarters since.
  • 3,643 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Bullock Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.