Consilium Wealth Advisory’s IBM IBM Stock Holding History

Consilium Wealth Advisory’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	$269K	Buy	955 +39	+4%	+$9.83K	0.08%	95
2026 Q1	$222K	Buy	+916	New	+$248K	0.08%	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

Consilium Wealth Advisory's IBM Position: Q2 2026 in Review

Consilium Wealth Advisory increased its IBM (IBM) stake by 4.3% in Q2 2026, buying an estimated $9.83K and bringing the position to 955 shares worth $269K. The position accounts for 0.08% of the portfolio, ranked #95.

Consilium Wealth Advisory first reported a position in IBM in Q1 2026 and has held it in 2 quarters since. 3,638 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

Consilium Wealth Advisory held 955 shares of IBM worth $269K as of Q2 2026.
Consilium Wealth Advisory bought 39 IBM shares in Q2 2026, an estimated $9.83K.
IBM made up 0.08% of Consilium Wealth Advisory's portfolio in Q2 2026, its #95 holding.
Consilium Wealth Advisory first reported a position in IBM in Q1 2026 and has held it in 2 quarters since.
3,638 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Consilium Wealth Advisory's 13F filing for Q2 2026, filed 11 Aug 2026.