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Clarion Wealth Managment Partners’s IBM IBM Stock Holding History

Clarion Wealth Managment 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 		$250K Buy
888
+18
+2% +$4.54K 0.2% 76
2026
Q1 		$211K Buy
870
+39
+5% +$10.6K 0.19% 78
2025
Q4 		$246K Sell
831
-170
-17% -$50.9K 0.23% 73
2025
Q3 		$283K Buy
1,001
+1
+0.1% +$262 0.28% 69
2025
Q2 		$295K Buy
+1,000
New +$258K 0.32% 66

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

Clarion Wealth Managment Partners's IBM Position: Q2 2026 in Review

Clarion Wealth Managment Partners increased its IBM (IBM) stake by 2.1% in Q2 2026, buying an estimated $4.54K and bringing the position to 888 shares worth $250K. The position accounts for 0.2% of the portfolio, ranked #76.

Clarion Wealth Managment Partners first reported a position in IBM in Q2 2025 and has held it in 5 quarters since. The position peaked at $295K in Q2 2025. 3,643 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Clarion Wealth Managment Partners held 888 shares of IBM worth $250K as of Q2 2026.
  • Clarion Wealth Managment Partners bought 18 IBM shares in Q2 2026, an estimated $4.54K.
  • IBM made up 0.2% of Clarion Wealth Managment Partners's portfolio in Q2 2026, its #76 holding.
  • Clarion Wealth Managment Partners first reported a position in IBM in Q2 2025 and has held it in 5 quarters since.
  • Clarion Wealth Managment Partners's IBM position peaked at $295K in Q2 2025.
  • 3,643 funds tracked by Wall St. Rank held IBM as of Q2 2026.

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