Focus Partners Wealth
IBM icon

Focus Partners Wealth’s IBM IBM Stock Holding History

Focus Partners 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 		$107M Sell
379,720
-13,787
-4% -$3.47M 0.11% 181
2026
Q1 		$95.4M Sell
393,507
-22,057
-5% -$5.97M 0.11% 191
2025
Q4 		$123M Buy
415,564
+194,904
+88% +$58.4M 0.14% 145
2025
Q3 		$62.3M Buy
220,660
+21,078
+11% +$5.52M 0.1% 178
2025
Q2 		$58.8M Buy
199,582
+37,115
+23% +$9.56M 0.13% 166
2025
Q1 		$40.4M Buy
162,467
+2,044
+1% +$500K 0.1% 197
2024
Q4 		$35.3M Sell
160,423
-148,605
-48% -$33.1M 0.09% 214
2024
Q3 		$48.4M Buy
309,028
+100,588
+48% +$19.7M 0.15% 143
2024
Q2 		$36M Buy
208,440
+114,059
+121% +$19.8M 0.12% 167
2024
Q1 		$18M Buy
94,381
+33,654
+55% +$6.14M 0.15% 156
2023
Q4 		$9.93M Buy
+60,727
New +$9.18M 0.13% 153

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

Focus Partners Wealth's IBM Position: Q2 2026 in Review

Focus Partners Wealth reduced its IBM (IBM) stake by 3.5% in Q2 2026, selling an estimated $3.47M and leaving 379,720 shares worth $107M. The position accounts for 0.11% of the portfolio, ranked #181.

Focus Partners Wealth first reported a position in IBM in Q4 2023 and has held it in 11 quarters since. The position peaked at $123M in Q4 2025. 3,629 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Focus Partners Wealth held 379,720 shares of IBM worth $107M as of Q2 2026.
  • Focus Partners Wealth sold 13,787 IBM shares in Q2 2026, an estimated $3.47M.
  • IBM made up 0.11% of Focus Partners Wealth's portfolio in Q2 2026, its #181 holding.
  • Focus Partners Wealth first reported a position in IBM in Q4 2023 and has held it in 11 quarters since.
  • Focus Partners Wealth's IBM position peaked at $123M in Q4 2025.
  • 3,629 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.