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Channel Wealth’s IBM IBM Stock Holding History

Channel Wealth’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 		$573K Buy
2,038
+44
+2% +$11.1K 0.13% 99
2026
Q1 		$483K Buy
1,994
+680
+52% +$184K 0.12% 100
2025
Q4 		$389K Hold
1,314
– – 0.1% 115
2025
Q3 		$371K Sell
1,314
-24
-2% -$6.28K 0.1% 116
2025
Q2 		$394K Hold
1,338
– – 0.11% 111
2025
Q1 		$333K Buy
1,338
+30
+2% +$7.34K 0.1% 123
2024
Q4 		$288K Buy
1,308
+24
+2% +$5.34K 0.09% 135
2024
Q3 		$284K Sell
1,284
-34
-3% -$6.67K 0.09% 134
2024
Q2 		$228K Sell
1,318
-115
-8% -$20K 0.08% 151
2024
Q1 		$274K Buy
1,433
+34
+2% +$6.2K 0.11% 142
2023
Q4 		$229K Buy
+1,399
New +$211K 0.11% 154
2023
Q2 		– Sell
-1,529
Closed -$200K – 198
2023
Q1 		$200K Buy
+1,529
New +$205K 0.13% 190

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 $3.37T AUM 44.26% 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

Channel Wealth's IBM Position: Q2 2026 in Review

Channel Wealth increased its IBM (IBM) stake by 2.2% in Q2 2026, buying an estimated $11.1K and bringing the position to 2,038 shares worth $573K. The position accounts for 0.13% of the portfolio, ranked #99.

Channel Wealth first reported a position in IBM in Q1 2023 and has held it in 12 quarters since. 3,618 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Channel Wealth held 2,038 shares of IBM worth $573K as of Q2 2026.
  • Channel Wealth bought 44 IBM shares in Q2 2026, an estimated $11.1K.
  • IBM made up 0.13% of Channel Wealth's portfolio in Q2 2026, its #99 holding.
  • Channel Wealth first reported a position in IBM in Q1 2023 and has held it in 12 quarters since.
  • 3,618 funds tracked by Wall St. Rank held IBM as of Q2 2026.

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