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Denver Wealth Management’s IBM IBM Stock Holding History

Denver Wealth Management’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 Sell
752
-343
-31% -$86.4K 0.06% 104
2026
Q1 		$266K Buy
1,095
+177
+19% +$47.9K 0.09% 89
2025
Q4 		$272K Sell
918
-3
-0.3% -$898 0.1% 77
2025
Q3 		$260K Buy
921
+13
+1% +$3.4K 0.1% 84
2025
Q2 		$268K Buy
908
+3
+0.3% +$773 0.11% 78
2025
Q1 		$225K Buy
+905
New +$221K 0.1% 80

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 Wealth Management's IBM Position: Q2 2026 in Review

Denver Wealth Management reduced its IBM (IBM) stake by 31% in Q2 2026, selling an estimated $86.4K and leaving 752 shares worth $211K. The position accounts for 0.06% of the portfolio, ranked #104.

Denver Wealth Management first reported a position in IBM in Q1 2025 and has held it in 6 quarters since. The position peaked at $272K in Q4 2025. 3,636 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Denver Wealth Management held 752 shares of IBM worth $211K as of Q2 2026.
  • Denver Wealth Management sold 343 IBM shares in Q2 2026, an estimated $86.4K.
  • IBM made up 0.06% of Denver Wealth Management's portfolio in Q2 2026, its #104 holding.
  • Denver Wealth Management first reported a position in IBM in Q1 2025 and has held it in 6 quarters since.
  • Denver Wealth Management's IBM position peaked at $272K in Q4 2025.
  • 3,636 funds tracked by Wall St. Rank held IBM as of Q2 2026.

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