Ergawealth Advisors’s IBM IBM Stock Holding History

Ergawealth Advisors’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	$606K	Hold	2,155	–	–	0.24%	28
2026 Q1	$522K	Buy	2,155 +155	+8%	+$41.9K	0.23%	29
2025 Q4	$592K	Hold	2,000	–	–	0.27%	28
2025 Q3	$564K	Hold	2,000	–	–	0.26%	32
2025 Q2	$590K	Hold	2,000	–	–	0.27%	39
2025 Q1	$497K	Hold	2,000	–	–	0.25%	38
2024 Q4	$440K	Hold	2,000	–	–	0.22%	43
2024 Q3	$442K	Sell	2,000 -4	-0.2%	-$784	0.22%	43
2024 Q2	$347K	Sell	2,004 -46	-2%	-$7.99K	0.19%	46
2024 Q1	$391K	Buy	2,050 +50	+3%	+$9.12K	0.21%	42
2023 Q4	$327K	Hold	2,000	–	–	0.2%	39
2023 Q3	$281K	Hold	2,000	–	–	0.19%	39
2023 Q2	$268K	Hold	2,000	–	–	0.18%	38
2023 Q1	$262K	Hold	2,000	–	–	0.21%	33
2022 Q4	$282K	Buy	+2,000	New	+$276K	0.26%	35

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 $3.37T AUM 44.26% 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

Ergawealth Advisors's IBM Position: Q2 2026 in Review

Ergawealth Advisors held its IBM (IBM) position steady in Q2 2026 at 2,155 shares worth $606K. The position accounts for 0.24% of the portfolio, ranked #28.

Ergawealth Advisors first reported a position in IBM in Q4 2022 and has held it in 15 quarters since. 3,629 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

Ergawealth Advisors held 2,155 shares of IBM worth $606K as of Q2 2026.
Ergawealth Advisors left its IBM share count unchanged in Q2 2026.
IBM made up 0.24% of Ergawealth Advisors's portfolio in Q2 2026, its #28 holding.
Ergawealth Advisors first reported a position in IBM in Q4 2022 and has held it in 15 quarters since.
3,629 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Ergawealth Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.