Dynamic Wealth Strategies’s IBM IBM Stock Holding History

Dynamic Wealth Strategies’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	$5.62K	Buy	20 +13	+186%	+$3.27K	﹤0.01%	259
2026 Q1	$1.7K	Buy	+7	New	+$1.89K	﹤0.01%	275

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 $3.38T AUM 44.17% 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

Dynamic Wealth Strategies's IBM Position: Q2 2026 in Review

Dynamic Wealth Strategies increased its IBM (IBM) stake by 186% in Q2 2026, buying an estimated $3.27K and bringing the position to 20 shares worth $5.62K. The position accounts for ﹤0.01% of the portfolio, ranked #259.

Dynamic Wealth Strategies first reported a position in IBM in Q1 2026 and has held it in 2 quarters since. 3,643 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

Dynamic Wealth Strategies held 20 shares of IBM worth $5.62K as of Q2 2026.
Dynamic Wealth Strategies bought 13 IBM shares in Q2 2026, an estimated $3.27K.
IBM made up ﹤0.01% of Dynamic Wealth Strategies's portfolio in Q2 2026, its #259 holding.
Dynamic Wealth Strategies first reported a position in IBM in Q1 2026 and has held it in 2 quarters since.
3,643 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Dynamic Wealth Strategies's 13F filing for Q2 2026, filed 23 Jul 2026.