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Expressive Wealth’s IBM IBM Stock Holding History

Expressive Wealth’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 		$217K Buy
+772
New +$195K 0.2% 128
2026
Q1 		– Sell
-777
Closed -$230K – 150
2025
Q4 		$230K Buy
+777
New +$233K 0.25% 117

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

Expressive Wealth's IBM Position: Q2 2026 in Review

Expressive Wealth opened a new position in IBM (IBM) in Q2 2026: 772 shares worth $217K. The stake represents 0.2% of the portfolio and ranks #128 among its holdings. This is a return to the name: Expressive Wealth previously reported a position in IBM as recently as Q4 2025.

Expressive Wealth first reported a position in IBM in Q4 2025 and has held it in 2 quarters since. The position peaked at $230K in Q4 2025. 3,624 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Expressive Wealth held 772 shares of IBM worth $217K as of Q2 2026.
  • IBM was a new Expressive Wealth position in Q2 2026.
  • IBM made up 0.2% of Expressive Wealth's portfolio in Q2 2026, its #128 holding.
  • Expressive Wealth first reported a position in IBM in Q4 2025 and has held it in 2 quarters since.
  • Expressive Wealth's IBM position peaked at $230K in Q4 2025.
  • 3,624 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Expressive Wealth's 13F filing for Q2 2026, filed 11 Aug 2026.