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Crestmont Private Wealth’s IBM IBM Stock Holding History

Crestmont 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 		$211K Buy
+750
New +$189K 0.06% 97
2026
Q1 		– Sell
-782
Closed -$232K – 108
2025
Q4 		$232K Hold
782
– – 0.08% 79
2025
Q3 		$221K Hold
782
– – 0.07% 84
2025
Q2 		$231K Buy
+782
New +$201K 0.08% 72
2024
Q4 		– Sell
-1,079
Closed -$239K – 98
2024
Q3 		$239K Buy
+1,079
New +$212K 0.1% 76

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

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

Crestmont Private Wealth opened a new position in IBM (IBM) in Q2 2026: 750 shares worth $211K. The stake represents 0.06% of the portfolio and ranks #97 among its holdings. This is a return to the name: Crestmont Private Wealth previously reported a position in IBM as recently as Q4 2025.

Crestmont Private Wealth first reported a position in IBM in Q3 2024 and has held it in 5 quarters since. The position peaked at $239K in Q3 2024. 3,629 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Crestmont Private Wealth held 750 shares of IBM worth $211K as of Q2 2026.
  • IBM was a new Crestmont Private Wealth position in Q2 2026.
  • IBM made up 0.06% of Crestmont Private Wealth's portfolio in Q2 2026, its #97 holding.
  • Crestmont Private Wealth first reported a position in IBM in Q3 2024 and has held it in 5 quarters since.
  • Crestmont Private Wealth's IBM position peaked at $239K in Q3 2024.
  • 3,629 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Crestmont Private Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.