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Denver PWM’s IBM IBM Stock Holding History

Denver PWM’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 		$472K Buy
2,014
+214
+12% +$53.9K 0.15% 58
2026
Q1 		$414K Hold
1,800
– – 0.14% 63
2025
Q4 		$531K Hold
1,800
– – 0.18% 46
2025
Q3 		$531K Hold
1,800
– – 0.17% 48
2025
Q2 		$531K Buy
1,800
+200
+13% +$51.5K 0.17% 48
2025
Q1 		$398K Buy
+1,600
New +$391K 0.14% 48

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

Denver PWM's IBM Position: Q2 2026 in Review

Denver PWM increased its IBM (IBM) stake by 12% in Q2 2026, buying an estimated $53.9K and bringing the position to 2,014 shares worth $472K. The position accounts for 0.15% of the portfolio, ranked #58.

Denver PWM first reported a position in IBM in Q1 2025 and has held it in 6 quarters since. The position peaked at $531K in Q4 2025. 3,633 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Denver PWM held 2,014 shares of IBM worth $472K as of Q2 2026.
  • Denver PWM bought 214 IBM shares in Q2 2026, an estimated $53.9K.
  • IBM made up 0.15% of Denver PWM's portfolio in Q2 2026, its #58 holding.
  • Denver PWM first reported a position in IBM in Q1 2025 and has held it in 6 quarters since.
  • Denver PWM's IBM position peaked at $531K in Q4 2025.
  • 3,633 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Denver PWM's 13F filing for Q2 2026, filed 18 Aug 2026.