Curated Wealth Partners’s IBM IBM Stock Holding History

Curated Wealth Partners’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	$422K	Buy	1,500 +428	+40%	+$108K	0.05%	126
2026 Q1	$260K	Buy	+1,072	New	+$290K	0.03%	177

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 $3.37T AUM 44.26% 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

Curated Wealth Partners's IBM Position: Q2 2026 in Review

Curated Wealth Partners increased its IBM (IBM) stake by 40% in Q2 2026, buying an estimated $108K and bringing the position to 1,500 shares worth $422K. The position accounts for 0.05% of the portfolio, ranked #126.

Curated Wealth Partners first reported a position in IBM in Q1 2026 and has held it in 2 quarters since. 3,632 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

Curated Wealth Partners held 1,500 shares of IBM worth $422K as of Q2 2026.
Curated Wealth Partners bought 428 IBM shares in Q2 2026, an estimated $108K.
IBM made up 0.05% of Curated Wealth Partners's portfolio in Q2 2026, its #126 holding.
Curated Wealth Partners first reported a position in IBM in Q1 2026 and has held it in 2 quarters since.
3,632 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Curated Wealth Partners's 13F filing for Q2 2026, filed 13 Jul 2026.