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Burling Wealth Partners’s IBM IBM Stock Holding History

Burling Wealth Partners’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 		$577K Sell
2,051
-149
-7% -$37.5K 0.08% 119
2026
Q1 		$533K Sell
2,200
-916
-29% -$248K 0.09% 123
2025
Q4 		$923K Sell
3,116
-33
-1% -$9.88K 0.14% 99
2025
Q3 		$889K Sell
3,149
-161
-5% -$42.1K 0.15% 100
2025
Q2 		$976K Sell
3,310
-147
-4% -$37.9K 0.18% 98
2025
Q1 		$860K Sell
3,457
-43
-1% -$10.5K 0.18% 97
2024
Q4 		$769K Buy
+3,500
New +$779K 0.16% 105

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

Burling Wealth Partners's IBM Position: Q2 2026 in Review

Burling Wealth Partners reduced its IBM (IBM) stake by 6.8% in Q2 2026, selling an estimated $37.5K and leaving 2,051 shares worth $577K. The position accounts for 0.08% of the portfolio, ranked #119.

Burling Wealth Partners first reported a position in IBM in Q4 2024 and has held it in 7 quarters since. The position peaked at $976K in Q2 2025. 3,643 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Burling Wealth Partners held 2,051 shares of IBM worth $577K as of Q2 2026.
  • Burling Wealth Partners sold 149 IBM shares in Q2 2026, an estimated $37.5K.
  • IBM made up 0.08% of Burling Wealth Partners's portfolio in Q2 2026, its #119 holding.
  • Burling Wealth Partners first reported a position in IBM in Q4 2024 and has held it in 7 quarters since.
  • Burling Wealth Partners's IBM position peaked at $976K in Q2 2025.
  • 3,643 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Burling Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.