Corient Private Wealth
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Corient Private Wealth’s IBM IBM Stock Holding History

Corient Private Wealth’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 		$128M Sell
454,375
-49,850
-10% -$12.6M 0.18% 113
2026
Q1 		$121M Sell
504,225
-8,114
-2% -$2.2M 0.17% 122
2025
Q4 		$152M Buy
512,339
+99,690
+24% +$29.9M 0.21% 105
2025
Q3 		$114M Buy
412,649
+24,791
+6% +$6.49M 0.18% 120
2025
Q2 		$114M Sell
387,858
-130
-0% -$33.5K 0.15% 133
2025
Q1 		$96.5M Sell
387,988
-19,694
-5% -$4.82M 0.16% 143
2024
Q4 		$87.5M Sell
407,682
-47,429
-10% -$10.6M 0.15% 156
2024
Q3 		$101M Buy
455,111
+42,823
+10% +$8.4M 0.16% 141
2024
Q2 		$71.3M Buy
412,288
+13,742
+3% +$2.39M 0.12% 171
2024
Q1 		$76.1M Sell
398,546
-8,658
-2% -$1.58M 0.14% 167
2023
Q4 		$66.6M Buy
407,204
+31,743
+8% +$4.8M 0.12% 173
2023
Q3 		$52.7M Buy
375,461
+14,271
+4% +$2.03M 0.12% 181
2023
Q2 		$48.3M Buy
361,190
+6,199
+2% +$800K 0.11% 189
2023
Q1 		$46.5M Buy
354,991
+76,260
+27% +$10.2M 0.13% 163
2022
Q4 		$39.3M Buy
+278,731
New +$38.4M 0.14% 165

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

Corient Private Wealth's IBM Position: Q2 2026 in Review

Corient Private Wealth reduced its IBM (IBM) stake by 9.9% in Q2 2026, selling an estimated $12.6M and leaving 454,375 shares worth $128M. The position accounts for 0.18% of the portfolio, ranked #113.

Corient Private Wealth first reported a position in IBM in Q4 2022 and has held it in 15 quarters since. The position peaked at $152M in Q4 2025. 3,633 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Corient Private Wealth held 454,375 shares of IBM worth $128M as of Q2 2026.
  • Corient Private Wealth sold 49,850 IBM shares in Q2 2026, an estimated $12.6M.
  • IBM made up 0.18% of Corient Private Wealth's portfolio in Q2 2026, its #113 holding.
  • Corient Private Wealth first reported a position in IBM in Q4 2022 and has held it in 15 quarters since.
  • Corient Private Wealth's IBM position peaked at $152M in Q4 2025.
  • 3,633 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.