Creative Capital Management Investments’s IBM IBM Stock Holding History

Creative Capital Management Investments’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	$36.8K	Buy	131 +32	+32%	+$8.06K	0.01%	188
2026 Q1	$24K	Hold	99	–	–	0.01%	166
2025 Q4	$29.3K	Buy	99 +6	+6%	+$1.8K	0.01%	146
2025 Q3	$26.2K	Buy	93 +6	+7%	+$1.57K	0.01%	150
2025 Q2	$25.6K	Hold	87	–	–	0.01%	156
2025 Q1	$21.6K	Sell	87 -26	-23%	-$6.36K	0.01%	149
2024 Q4	$24.8K	Buy	113 +39	+53%	+$8.69K	0.01%	143
2024 Q3	$16.4K	Hold	74	–	–	0.01%	150
2024 Q2	$12.8K	Sell	74 -130	-64%	-$22.6K	0.01%	153
2024 Q1	$39K	Buy	204 +74	+57%	+$13.5K	0.02%	96
2023 Q4	$21.3K	Hold	130	–	–	0.01%	117
2023 Q3	$18.2K	Hold	130	–	–	0.01%	122
2023 Q2	$17.4K	Buy	+130	New	+$16.8K	0.01%	125

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 $3.38T AUM 44.17% 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

Creative Capital Management Investments's IBM Position: Q2 2026 in Review

Creative Capital Management Investments increased its IBM (IBM) stake by 32% in Q2 2026, buying an estimated $8.06K and bringing the position to 131 shares worth $36.8K. The position accounts for 0.01% of the portfolio, ranked #188.

Creative Capital Management Investments first reported a position in IBM in Q2 2023 and has held it in 13 quarters since. The position peaked at $39K in Q1 2024. 3,643 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

Creative Capital Management Investments held 131 shares of IBM worth $36.8K as of Q2 2026.
Creative Capital Management Investments bought 32 IBM shares in Q2 2026, an estimated $8.06K.
IBM made up 0.01% of Creative Capital Management Investments's portfolio in Q2 2026, its #188 holding.
Creative Capital Management Investments first reported a position in IBM in Q2 2023 and has held it in 13 quarters since.
Creative Capital Management Investments's IBM position peaked at $39K in Q1 2024.
3,643 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Creative Capital Management Investments's 13F filing for Q2 2026, filed 24 Jul 2026.