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Elevatus Welath Management’s IBM IBM Stock Holding History

Elevatus Welath 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 		$223K Buy
+791
New +$199K 0.05% 227
2026
Q1 		– Sell
-684
Closed -$203K – 155
2025
Q4 		$203K Buy
+684
New +$205K 0.06% 153
2025
Q2 		– Sell
-11,089
Closed -$2.76M – 123
2025
Q1 		$2.76M Sell
11,089
-11,495
-51% -$2.81M 1.56% 14
2024
Q4 		$4.96M Sell
22,584
-10,107
-31% -$2.25M 1.7% 17
2024
Q3 		$7.23M Buy
+32,691
New +$6.41M 2.36% 13

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

Elevatus Welath Management's IBM Position: Q2 2026 in Review

Elevatus Welath Management opened a new position in IBM (IBM) in Q2 2026: 791 shares worth $223K. The stake represents 0.05% of the portfolio and ranks #227 among its holdings. This is a return to the name: Elevatus Welath Management previously reported a position in IBM as recently as Q4 2025.

Elevatus Welath Management first reported a position in IBM in Q3 2024 and has held it in 5 quarters since. The position peaked at $7.23M in Q3 2024. 3,637 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Elevatus Welath Management held 791 shares of IBM worth $223K as of Q2 2026.
  • IBM was a new Elevatus Welath Management position in Q2 2026.
  • IBM made up 0.05% of Elevatus Welath Management's portfolio in Q2 2026, its #227 holding.
  • Elevatus Welath Management first reported a position in IBM in Q3 2024 and has held it in 5 quarters since.
  • Elevatus Welath Management's IBM position peaked at $7.23M in Q3 2024.
  • 3,637 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Elevatus Welath Management's 13F filing for Q2 2026, filed 13 Aug 2026.