CWM
IBM icon

Copia Wealth Management’s IBM IBM Stock Holding History

Copia 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 		$40.5K Hold
144
– – 0.02% 231
2026
Q1 		$34.9K Hold
144
– – 0.02% 225
2025
Q4 		$42.7K Hold
144
– – 0.03% 214
2025
Q3 		$40.6K Buy
144
+10
+7% +$2.62K 0.03% 205
2025
Q2 		$39.5K Buy
134
+49
+58% +$12.6K 0.03% 183
2025
Q1 		$21.1K Hold
85
– – 0.02% 220
2024
Q4 		$18.7K Buy
+85
New +$18.9K 0.02% 219

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

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

Copia Wealth Management held its IBM (IBM) position steady in Q2 2026 at 144 shares worth $40.5K. The position accounts for 0.02% of the portfolio, ranked #231.

Copia Wealth Management first reported a position in IBM in Q4 2024 and has held it in 7 quarters since. The position peaked at $42.7K in Q4 2025. 3,637 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Copia Wealth Management held 144 shares of IBM worth $40.5K as of Q2 2026.
  • Copia Wealth Management left its IBM share count unchanged in Q2 2026.
  • IBM made up 0.02% of Copia Wealth Management's portfolio in Q2 2026, its #231 holding.
  • Copia Wealth Management first reported a position in IBM in Q4 2024 and has held it in 7 quarters since.
  • Copia Wealth Management's IBM position peaked at $42.7K in Q4 2025.
  • 3,637 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Copia Wealth Management's 13F filing for Q2 2026, filed 18 Aug 2026.