DWM
IBM icon

Diversify Wealth Management’s IBM IBM Stock Holding History

Diversify 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 		$11.4M Buy
52,800
+12,992
+33% +$3.27M 0.19% 109
2026
Q1 		$9.04M Buy
39,808
+19,967
+101% +$5.4M 0.16% 138
2025
Q4 		$6.01M Buy
19,841
+30
+0.2% +$8.98K 0.28% 95
2025
Q3 		$6.04M Buy
19,811
+559
+3% +$146K 0.35% 74
2025
Q2 		$4.52M Buy
19,252
+1,678
+10% +$432K 0.28% 107
2025
Q1 		$4.21M Buy
17,574
+1,997
+13% +$488K 0.31% 89
2024
Q4 		$3.42M Buy
15,577
+787
+5% +$175K 0.27% 103
2024
Q3 		$3.44M Buy
14,790
+3,660
+33% +$718K 0.33% 79
2024
Q2 		$2.04M Buy
+11,130
New +$1.93M 0.25% 95

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 $3.38T AUM 44.17% 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

Diversify Wealth Management's IBM Position: Q2 2026 in Review

Diversify Wealth Management increased its IBM (IBM) stake by 33% in Q2 2026, buying an estimated $3.27M and bringing the position to 52,800 shares worth $11.4M. The position accounts for 0.19% of the portfolio, ranked #109.

Diversify Wealth Management first reported a position in IBM in Q2 2024 and has held it in 9 quarters since. 3,643 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Diversify Wealth Management held 52,800 shares of IBM worth $11.4M as of Q2 2026.
  • Diversify Wealth Management bought 12,992 IBM shares in Q2 2026, an estimated $3.27M.
  • IBM made up 0.19% of Diversify Wealth Management's portfolio in Q2 2026, its #109 holding.
  • Diversify Wealth Management first reported a position in IBM in Q2 2024 and has held it in 9 quarters since.
  • 3,643 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.