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Curio Wealth’s IBM IBM Stock Holding History

Curio 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 		$381K Sell
1,354
-4
-0.3% -$1.01K 0.12% 63
2026
Q1 		$329K Buy
1,358
+8
+0.6% +$2.17K 0.11% 60
2025
Q4 		$411K Buy
1,350
+949
+237% +$284K 0.15% 56
2025
Q3 		$113K Sell
401
-945
-70% -$247K 0.05% 94
2025
Q2 		$397K Buy
1,346
+1,342
+33,550% +$346K 0.17% 52
2025
Q1 		$296K Sell
4
-397
-99% -$97.1K 0.15% 58
2024
Q4 		$88.2K Buy
+401
New +$89.3K 0.05% 101

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

Curio Wealth's IBM Position: Q2 2026 in Review

Curio Wealth reduced its IBM (IBM) stake by 0.29% in Q2 2026, selling an estimated $1.01K and leaving 1,354 shares worth $381K. The position accounts for 0.12% of the portfolio, ranked #63.

Curio Wealth first reported a position in IBM in Q4 2024 and has held it in 7 quarters since. The position peaked at $411K in Q4 2025. 3,625 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Curio Wealth held 1,354 shares of IBM worth $381K as of Q2 2026.
  • Curio Wealth sold 4 IBM shares in Q2 2026, an estimated $1.01K.
  • IBM made up 0.12% of Curio Wealth's portfolio in Q2 2026, its #63 holding.
  • Curio Wealth first reported a position in IBM in Q4 2024 and has held it in 7 quarters since.
  • Curio Wealth's IBM position peaked at $411K in Q4 2025.
  • 3,625 funds tracked by Wall St. Rank held IBM as of Q2 2026.

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