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CreativeOne Wealth’s IBM IBM Stock Holding History

CreativeOne 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 		$9.39M Sell
33,384
-683
-2% -$172K 0.2% 88
2026
Q1 		$8.26M Buy
34,067
+648
+2% +$175K 0.19% 104
2025
Q4 		$9.9M Buy
33,419
+1,656
+5% +$496K 0.24% 78
2025
Q3 		$8.96M Buy
31,763
+4,532
+17% +$1.19M 0.22% 85
2025
Q2 		$8.03M Sell
27,231
-1,635
-6% -$421K 0.21% 92
2025
Q1 		$7.18M Buy
28,866
+3,177
+12% +$777K 0.21% 96
2024
Q4 		$5.65M Buy
25,689
+941
+4% +$210K 0.17% 119
2024
Q3 		$5.47M Buy
24,748
+10,252
+71% +$2.01M 0.19% 110
2024
Q2 		$2.51M Sell
14,496
-1,502
-9% -$261K 0.13% 160
2024
Q1 		$3.06M Buy
15,998
+8,113
+103% +$1.48M 0.12% 153
2023
Q4 		$1.29M Sell
7,885
-357
-4% -$53.9K 0.08% 217
2023
Q3 		$1.16M Sell
8,242
-4,884
-37% -$695K 0.08% 218
2023
Q2 		$1.76M Sell
13,126
-4,132
-24% -$533K 0.08% 232
2023
Q1 		$2.26M Sell
17,258
-39
-0.2% -$5.22K 0.11% 159
2022
Q4 		$2.44M Buy
17,297
+348
+2% +$48K 0.13% 136
2022
Q3 		$2.01M Buy
16,949
+861
+5% +$113K 0.12% 147
2022
Q2 		$2.27M Sell
16,088
-1,055
-6% -$142K 0.12% 139
2022
Q1 		$2.23M Buy
17,143
+426
+3% +$55.6K 0.12% 145
2021
Q4 		$2.23M Buy
16,717
+1,284
+8% +$161K 0.11% 166
2021
Q3 		$2.05M Buy
15,433
+671
+5% +$89.7K 0.12% 142
2021
Q2 		$2.07M Buy
14,762
+7,149
+94% +$978K 0.13% 150
2021
Q1 		$970K Buy
7,613
+2,223
+41% +$266K 0.07% 206
2020
Q4 		$649K Buy
+5,390
New +$623K 0.05% 252

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 $3.38T AUM 44.17% 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

CreativeOne Wealth's IBM Position: Q2 2026 in Review

CreativeOne Wealth reduced its IBM (IBM) stake by 2% in Q2 2026, selling an estimated $172K and leaving 33,384 shares worth $9.39M. The position accounts for 0.2% of the portfolio, ranked #88.

CreativeOne Wealth first reported a position in IBM in Q4 2020 and has held it in 23 quarters since. The position peaked at $9.9M in Q4 2025. 3,643 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • CreativeOne Wealth held 33,384 shares of IBM worth $9.39M as of Q2 2026.
  • CreativeOne Wealth sold 683 IBM shares in Q2 2026, an estimated $172K.
  • IBM made up 0.2% of CreativeOne Wealth's portfolio in Q2 2026, its #88 holding.
  • CreativeOne Wealth first reported a position in IBM in Q4 2020 and has held it in 23 quarters since.
  • CreativeOne Wealth's IBM position peaked at $9.9M in Q4 2025.
  • 3,643 funds tracked by Wall St. Rank held IBM as of Q2 2026.

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