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Delos Wealth Advisors’s IBM IBM Stock Holding History

Delos Wealth Advisors’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 		$1.18M Buy
4,193
+29
+0.7% +$7.31K 0.6% 37
2026
Q1 		$1.01M Sell
4,164
-99
-2% -$26.8K 0.58% 35
2025
Q4 		$1.26M Sell
4,263
-17
-0.4% -$5.09K 0.83% 32
2025
Q3 		$1.21M Buy
4,280
+80
+2% +$20.9K 0.81% 32
2025
Q2 		$1.24M Hold
4,200
– – 0.96% 32
2025
Q1 		$1.04M Hold
4,200
– – 0.83% 33
2024
Q4 		$923K Hold
4,200
– – 0.74% 34
2024
Q3 		$929K Buy
4,200
+500
+14% +$98K 0.81% 34
2024
Q2 		$640K Buy
+3,700
New +$643K 0.62% 36
2023
Q4 		– Sell
-128
Closed -$18.8K – 363
2023
Q3 		$18.8K Hold
128
– – 0.02% 108
2023
Q2 		$17.1K Hold
128
– – 0.02% 106
2023
Q1 		$16.8K Hold
128
– – 0.02% 107
2022
Q4 		$18K Hold
128
– – 0.03% 101
2022
Q3 		$15K Hold
128
– – 0.02% 104
2022
Q2 		$18K Hold
128
– – 0.02% 97
2022
Q1 		$17K Hold
128
– – 0.02% 124
2021
Q4 		$17K Buy
+128
New +$16.1K 0.02% 143

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

Delos Wealth Advisors's IBM Position: Q2 2026 in Review

Delos Wealth Advisors increased its IBM (IBM) stake by 0.7% in Q2 2026, buying an estimated $7.31K and bringing the position to 4,193 shares worth $1.18M. The position accounts for 0.6% of the portfolio, ranked #37.

Delos Wealth Advisors first reported a position in IBM in Q4 2021 and has held it in 17 quarters since. The position peaked at $1.26M in Q4 2025. 3,629 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Delos Wealth Advisors held 4,193 shares of IBM worth $1.18M as of Q2 2026.
  • Delos Wealth Advisors bought 29 IBM shares in Q2 2026, an estimated $7.31K.
  • IBM made up 0.6% of Delos Wealth Advisors's portfolio in Q2 2026, its #37 holding.
  • Delos Wealth Advisors first reported a position in IBM in Q4 2021 and has held it in 17 quarters since.
  • Delos Wealth Advisors's IBM position peaked at $1.26M in Q4 2025.
  • 3,629 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Delos Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.