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Consultiva Wealth Management’s IBM IBM Stock Holding History

Consultiva 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 		$135K Hold
480
– – 0.3% 47
2026
Q1 		$116K Hold
480
– – 0.34% 48
2025
Q4 		$142K Sell
480
-50
-9% -$15K 0.4% 41
2025
Q3 		$150K Hold
530
– – 0.42% 40
2025
Q2 		$156K Hold
530
– – 0.48% 33
2025
Q1 		$132K Buy
530
+460
+657% +$113K 0.45% 38
2024
Q4 		$15.4K Buy
+70
New +$15.6K 0.08% 110

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

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

Consultiva Wealth Management held its IBM (IBM) position steady in Q2 2026 at 480 shares worth $135K. The position accounts for 0.3% of the portfolio, ranked #47.

Consultiva Wealth Management first reported a position in IBM in Q4 2024 and has held it in 7 quarters since. The position peaked at $156K in Q2 2025. 3,629 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Consultiva Wealth Management held 480 shares of IBM worth $135K as of Q2 2026.
  • Consultiva Wealth Management left its IBM share count unchanged in Q2 2026.
  • IBM made up 0.3% of Consultiva Wealth Management's portfolio in Q2 2026, its #47 holding.
  • Consultiva Wealth Management first reported a position in IBM in Q4 2024 and has held it in 7 quarters since.
  • Consultiva Wealth Management's IBM position peaked at $156K in Q2 2025.
  • 3,629 funds tracked by Wall St. Rank held IBM as of Q2 2026.

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