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Duncan Williams Asset Management’s IBM IBM Stock Holding History

Duncan Williams Asset 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 		$804K Buy
2,858
+166
+6% +$41.8K 0.18% 71
2026
Q1 		$653K Sell
2,692
-68
-2% -$18.4K 0.18% 80
2025
Q4 		$798K Buy
2,760
+280
+11% +$83.9K 0.2% 73
2025
Q3 		$700K Sell
2,480
-388
-14% -$102K 0.2% 81
2025
Q2 		$845K Sell
2,868
-12
-0.4% -$3.09K 0.27% 63
2025
Q1 		$716K Buy
2,880
+35
+1% +$8.56K 0.26% 67
2024
Q4 		$625K Buy
2,845
+1,785
+168% +$398K 0.25% 75
2024
Q3 		$234K Buy
+1,060
New +$208K 0.13% 111

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

Duncan Williams Asset Management's IBM Position: Q2 2026 in Review

Duncan Williams Asset Management increased its IBM (IBM) stake by 6.2% in Q2 2026, buying an estimated $41.8K and bringing the position to 2,858 shares worth $804K. The position accounts for 0.18% of the portfolio, ranked #71.

Duncan Williams Asset Management first reported a position in IBM in Q3 2024 and has held it in 8 quarters since. The position peaked at $845K in Q2 2025. 3,629 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Duncan Williams Asset Management held 2,858 shares of IBM worth $804K as of Q2 2026.
  • Duncan Williams Asset Management bought 166 IBM shares in Q2 2026, an estimated $41.8K.
  • IBM made up 0.18% of Duncan Williams Asset Management's portfolio in Q2 2026, its #71 holding.
  • Duncan Williams Asset Management first reported a position in IBM in Q3 2024 and has held it in 8 quarters since.
  • Duncan Williams Asset Management's IBM position peaked at $845K in Q2 2025.
  • 3,629 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Duncan Williams Asset Management's 13F filing for Q2 2026, filed 22 Jul 2026.