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Core Wealth Advisors (Florida)’s IBM IBM Stock Holding History

Core Wealth Advisors (Florida)’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 		$3.2M Buy
11,394
+4,500
+65% +$1.13M 0.64% 19
2026
Q1 		$1.67M Buy
6,894
+3
+0% +$812 0.4% 27
2025
Q4 		$2.04M Sell
6,891
-50
-0.7% -$15K 0.53% 20
2025
Q3 		$1.96M Sell
6,941
-219
-3% -$57.3K 0.51% 21
2025
Q2 		$2.11M Sell
7,160
-318
-4% -$81.9K 0.61% 18
2025
Q1 		$1.86M Sell
7,478
-1,361
-15% -$333K 0.59% 20
2024
Q4 		$1.94M Sell
8,839
-92
-1% -$20.5K 0.64% 20
2024
Q3 		$1.97M Sell
8,931
-247
-3% -$48.4K 0.63% 21
2024
Q2 		$1.59M Sell
9,178
-2,256
-20% -$392K 0.54% 25
2024
Q1 		$2.18M Buy
+11,434
New +$2.09M 0.74% 21
2023
Q4 		– Sell
-36
Closed -$5.05K – 275
2023
Q3 		$5.05K Hold
36
– – ﹤0.01% 197
2023
Q2 		$4.82K Hold
36
– – ﹤0.01% 195
2023
Q1 		$4.72K Hold
36
– – ﹤0.01% 199
2022
Q4 		$5.07K Buy
+36
New +$4.97K ﹤0.01% 211

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

Core Wealth Advisors (Florida)'s IBM Position: Q2 2026 in Review

Core Wealth Advisors (Florida) increased its IBM (IBM) stake by 65% in Q2 2026, buying an estimated $1.13M and bringing the position to 11,394 shares worth $3.2M. The position accounts for 0.64% of the portfolio, ranked #19.

Core Wealth Advisors (Florida) first reported a position in IBM in Q4 2022 and has held it in 14 quarters since. 3,611 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Core Wealth Advisors (Florida) held 11,394 shares of IBM worth $3.2M as of Q2 2026.
  • Core Wealth Advisors (Florida) bought 4,500 IBM shares in Q2 2026, an estimated $1.13M.
  • IBM made up 0.64% of Core Wealth Advisors (Florida)'s portfolio in Q2 2026, its #19 holding.
  • Core Wealth Advisors (Florida) first reported a position in IBM in Q4 2022 and has held it in 14 quarters since.
  • 3,611 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Core Wealth Advisors (Florida)'s 13F filing for Q2 2026, filed 11 Aug 2026.