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Fiscal Wisdom Wealth Management’s IBM IBM Stock Holding History

Fiscal Wisdom 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 		$229K Sell
814
-64
-7% -$16.1K 0.19% 89
2026
Q1 		$213K Sell
878
-75
-8% -$20.3K 0.2% 77
2025
Q4 		$282K Hold
953
– – 0.27% 62
2025
Q3 		$274K Buy
+953
New +$249K 0.26% 56

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

Fiscal Wisdom Wealth Management's IBM Position: Q2 2026 in Review

Fiscal Wisdom Wealth Management reduced its IBM (IBM) stake by 7.3% in Q2 2026, selling an estimated $16.1K and leaving 814 shares worth $229K. The position accounts for 0.19% of the portfolio, ranked #89.

Fiscal Wisdom Wealth Management first reported a position in IBM in Q3 2025 and has held it in 4 quarters since. The position peaked at $282K in Q4 2025. 3,622 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Fiscal Wisdom Wealth Management held 814 shares of IBM worth $229K as of Q2 2026.
  • Fiscal Wisdom Wealth Management sold 64 IBM shares in Q2 2026, an estimated $16.1K.
  • IBM made up 0.19% of Fiscal Wisdom Wealth Management's portfolio in Q2 2026, its #89 holding.
  • Fiscal Wisdom Wealth Management first reported a position in IBM in Q3 2025 and has held it in 4 quarters since.
  • Fiscal Wisdom Wealth Management's IBM position peaked at $282K in Q4 2025.
  • 3,622 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Fiscal Wisdom Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.