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Drive Wealth Management’s IBM IBM Stock Holding History

Drive 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 		$336K Sell
1,196
-1,190
-50% -$300K 0.06% 275
2026
Q1 		$578K Buy
2,386
+97
+4% +$26.2K 0.12% 141
2025
Q4 		$678K Buy
2,289
+239
+12% +$71.6K 0.13% 134
2025
Q3 		$578K Sell
2,050
-342
-14% -$89.5K 0.12% 142
2025
Q2 		$705K Buy
2,392
+330
+16% +$85K 0.15% 122
2025
Q1 		$513K Buy
2,062
+20
+1% +$4.89K 0.12% 136
2024
Q4 		$449K Buy
2,042
+510
+33% +$114K 0.11% 147
2024
Q3 		$339K Buy
+1,532
New +$300K 0.09% 189
2023
Q2 		– Sell
-1,566
Closed -$205K – 298
2023
Q1 		$205K Sell
1,566
-190
-11% -$25.4K 0.09% 252
2022
Q4 		$247K Buy
+1,756
New +$242K 0.12% 182
2022
Q3 		– Sell
-1,431
Closed -$202K – 173
2022
Q2 		$202K Buy
+1,431
New +$193K 0.18% 148

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

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

Drive Wealth Management reduced its IBM (IBM) stake by 50% in Q2 2026, selling an estimated $300K and leaving 1,196 shares worth $336K. The position accounts for 0.06% of the portfolio, ranked #275.

Drive Wealth Management first reported a position in IBM in Q2 2022 and has held it in 11 quarters since. The position peaked at $705K in Q2 2025. 3,625 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Drive Wealth Management held 1,196 shares of IBM worth $336K as of Q2 2026.
  • Drive Wealth Management sold 1,190 IBM shares in Q2 2026, an estimated $300K.
  • IBM made up 0.06% of Drive Wealth Management's portfolio in Q2 2026, its #275 holding.
  • Drive Wealth Management first reported a position in IBM in Q2 2022 and has held it in 11 quarters since.
  • Drive Wealth Management's IBM position peaked at $705K in Q2 2025.
  • 3,625 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Drive Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.