Castle Wealth Management’s IBM IBM Stock Holding History

Castle 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	$255K	Buy	+905	New	+$228K	0.08%	128
2026 Q1	–	Sell	-798	Closed	-$236K	–	134
2025 Q4	$236K	Hold	798	–	–	0.08%	119
2025 Q3	$225K	Sell	798 -50	-6%	-$13.1K	0.08%	118
2025 Q2	$250K	Buy	848 +1	+0.1%	+$258	0.09%	104
2025 Q1	$211K	Buy	+847	New	+$207K	0.08%	120
2023 Q3	–	Sell	-1,986	Closed	-$266K	–	108
2023 Q2	$266K	Sell	1,986 -246	-11%	-$31.7K	0.19%	94
2023 Q1	$293K	Buy	2,232 +416	+23%	+$55.7K	0.23%	85
2022 Q4	$256K	Buy	1,816 +55	+3%	+$7.59K	0.16%	94
2022 Q3	$209K	Buy	1,761 +5	+0.3%	+$656	0.13%	101
2022 Q2	$248K	Buy	+1,756	New	+$237K	0.14%	98

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 $3.37T AUM 44.26% 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

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

Castle Wealth Management opened a new position in IBM (IBM) in Q2 2026: 905 shares worth $255K. The stake represents 0.08% of the portfolio and ranks #128 among its holdings. This is a return to the name: Castle Wealth Management previously reported a position in IBM as recently as Q4 2025.

Castle Wealth Management first reported a position in IBM in Q2 2022 and has held it in 10 quarters since. The position peaked at $293K in Q1 2023. 3,637 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

Castle Wealth Management held 905 shares of IBM worth $255K as of Q2 2026.
IBM was a new Castle Wealth Management position in Q2 2026.
IBM made up 0.08% of Castle Wealth Management's portfolio in Q2 2026, its #128 holding.
Castle Wealth Management first reported a position in IBM in Q2 2022 and has held it in 10 quarters since.
Castle Wealth Management's IBM position peaked at $293K in Q1 2023.
3,637 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Castle Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.