Destiny Wealth Partners’s IBM IBM Stock Holding History

Destiny 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	$318K	Sell	1,420 -497	-26%	-$125K	0.04%	125
2026 Q1	$465K	Buy	1,917 +230	+14%	+$62.2K	0.05%	147
2025 Q4	$500K	Sell	1,687 -164	-9%	-$49.1K	0.06%	126
2025 Q3	$522K	Buy	1,851 +915	+98%	+$240K	0.06%	122
2025 Q2	$276K	Buy	+936	New	+$241K	0.04%	162
2023 Q1	–	Sell	-332	Closed	-$46.8K	–	376
2022 Q4	$46.8K	Buy	332 +32	+11%	+$4.41K	0.01%	301
2022 Q3	$36K	Hold	300	–	–	0.01%	305
2022 Q2	$42K	Sell	300 -13	-4%	-$1.75K	0.01%	294
2022 Q1	$41K	Buy	313 +13	+4%	+$1.7K	0.01%	328
2021 Q4	$40K	Sell	300 -145	-33%	-$18.2K	0.01%	345
2021 Q3	$59K	Buy	+445	New	+$59.5K	0.01%	259
2021 Q2	–	Sell	-445	Closed	-$57K	–	326
2021 Q1	$57K	Hold	445	–	–	0.01%	249
2020 Q4	$53K	Buy	+445	New	+$51.4K	0.01%	279

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

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

Destiny Wealth Partners reduced its IBM (IBM) stake by 26% in Q2 2026, selling an estimated $125K and leaving 1,420 shares worth $318K. The position accounts for 0.04% of the portfolio, ranked #125.

Destiny Wealth Partners first reported a position in IBM in Q4 2020 and has held it in 13 quarters since. The position peaked at $522K in Q3 2025. 3,640 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

Destiny Wealth Partners held 1,420 shares of IBM worth $318K as of Q2 2026.
Destiny Wealth Partners sold 497 IBM shares in Q2 2026, an estimated $125K.
IBM made up 0.04% of Destiny Wealth Partners's portfolio in Q2 2026, its #125 holding.
Destiny Wealth Partners first reported a position in IBM in Q4 2020 and has held it in 13 quarters since.
Destiny Wealth Partners's IBM position peaked at $522K in Q3 2025.
3,640 funds tracked by Wall St. Rank held IBM as of Q2 2026.

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