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Fairway Wealth’s IBM IBM Stock Holding History

Fairway 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 		$1.41K Buy
+5
New +$1.26K ﹤0.01% 227
2026
Q1 		– Sell
-17
Closed -$5.04K – 225
2025
Q4 		$5.04K Buy
+17
New +$5.09K ﹤0.01% 172
2025
Q2 		– Sell
-36
Closed -$8.95K – 199
2025
Q1 		$8.95K Sell
36
-34
-49% -$8.32K ﹤0.01% 169
2024
Q4 		$15.4K Buy
+70
New +$15.6K 0.01% 157

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

Fairway Wealth's IBM Position: Q2 2026 in Review

Fairway Wealth opened a new position in IBM (IBM) in Q2 2026: 5 shares worth $1.41K. The stake represents ﹤0.01% of the portfolio and ranks #227 among its holdings. This is a return to the name: Fairway Wealth previously reported a position in IBM as recently as Q4 2025.

Fairway Wealth first reported a position in IBM in Q4 2024 and has held it in 4 quarters since. The position peaked at $15.4K in Q4 2024. 3,618 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Fairway Wealth held 5 shares of IBM worth $1.41K as of Q2 2026.
  • IBM was a new Fairway Wealth position in Q2 2026.
  • IBM made up ﹤0.01% of Fairway Wealth's portfolio in Q2 2026, its #227 holding.
  • Fairway Wealth first reported a position in IBM in Q4 2024 and has held it in 4 quarters since.
  • Fairway Wealth's IBM position peaked at $15.4K in Q4 2024.
  • 3,618 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Fairway Wealth's 13F filing for Q2 2026, filed 24 Jul 2026.