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EPG Wealth Management’s IBM IBM Stock Holding History

EPG 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 		$1.95M Sell
6,943
-115
-2% -$29K 0.47% 59
2026
Q1 		$1.71M Buy
7,058
+128
+2% +$34.6K 0.46% 57
2025
Q4 		$2.05M Sell
6,930
-91
-1% -$27.3K 0.55% 47
2025
Q3 		$1.98M Buy
7,021
+299
+4% +$78.3K 0.55% 48
2025
Q2 		$1.98M Buy
6,722
+90
+1% +$23.2K 0.6% 43
2025
Q1 		$1.65M Buy
6,632
+271
+4% +$66.3K 0.46% 56
2024
Q4 		$1.4M Sell
6,361
-23
-0.4% -$5.12K 0.37% 72
2024
Q3 		$1.41M Buy
+6,384
New +$1.25M 0.36% 75
2024
Q2 		– Sell
-4,917
Closed -$854K – 124
2024
Q1 		$939K Buy
4,917
+10
+0.2% +$1.82K 0.23% 112
2023
Q4 		$901K Sell
4,907
-45
-0.9% -$6.8K 0.24% 111
2023
Q3 		$695K Sell
4,952
-477
-9% -$67.9K 0.21% 123
2023
Q2 		$727K Sell
5,429
-200
-4% -$25.8K 0.21% 113
2023
Q1 		$738K Buy
5,629
+2,818
+100% +$377K 0.23% 101
2022
Q4 		$396K Buy
2,811
+110
+4% +$15.2K 0.15% 127
2022
Q3 		$321K Buy
2,701
+804
+42% +$106K 0.13% 149
2022
Q2 		$268K Buy
1,897
+54
+3% +$7.29K 0.11% 168
2022
Q1 		$240K Buy
+1,843
New +$240K 0.08% 203
2020
Q2 		– Sell
-487
Closed -$52K – 418
2020
Q1 		$52K Buy
487
+275
+130% +$34.8K 0.04% 270
2019
Q4 		$27K Buy
+212
New +$27.6K 0.02% 303

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

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

EPG Wealth Management reduced its IBM (IBM) stake by 1.6% in Q2 2026, selling an estimated $29K and leaving 6,943 shares worth $1.95M. The position accounts for 0.47% of the portfolio, ranked #59.

EPG Wealth Management first reported a position in IBM in Q4 2019 and has held it in 19 quarters since. The position peaked at $2.05M in Q4 2025. 3,629 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • EPG Wealth Management held 6,943 shares of IBM worth $1.95M as of Q2 2026.
  • EPG Wealth Management sold 115 IBM shares in Q2 2026, an estimated $29K.
  • IBM made up 0.47% of EPG Wealth Management's portfolio in Q2 2026, its #59 holding.
  • EPG Wealth Management first reported a position in IBM in Q4 2019 and has held it in 19 quarters since.
  • EPG Wealth Management's IBM position peaked at $2.05M in Q4 2025.
  • 3,629 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on EPG Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.