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Centric Wealth Management’s IBM IBM Stock Holding History

Centric 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
2021
Q2 		– Sell
-9,414
Closed -$94K – 181
2021
Q1 		$94K Buy
+9,414
New +$1.13M 0.03% 198

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

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

Centric Wealth Management held its IBM (IBM) position steady in Q2 2026 at 2,234 shares worth $513K. The position accounts for 0.08% of the portfolio, ranked #137.

Centric Wealth Management first reported a position in IBM in Q4 2018 and has held it in 31 quarters since. The position peaked at $3.16M in Q1 2021. 3,643 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Centric Wealth Management held 2,234 shares of IBM worth $513K as of Q2 2026.
  • Centric Wealth Management left its IBM share count unchanged in Q2 2026.
  • IBM made up 0.08% of Centric Wealth Management's portfolio in Q2 2026, its #137 holding.
  • Centric Wealth Management first reported a position in IBM in Q4 2018 and has held it in 31 quarters since.
  • Centric Wealth Management's IBM position peaked at $3.16M in Q1 2021.
  • 3,643 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Centric Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.