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Focused Wealth Management’s IBM IBM Stock Holding History

Focused 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
2024
Q3 		– Sell
-4,000
Closed -$692K – 260
2024
Q2 		$692K Buy
+4,000
New +$695K 0.1% 75
2020
Q1 		– Sell
-16,736
Closed -$19K – 738
2019
Q4 		$19K Buy
+16,736
New +$2.18M ﹤0.01% 418

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

Focused Wealth Management's IBM Position: Q2 2026 in Review

Focused Wealth Management increased its IBM (IBM) stake by 37% in Q2 2026, buying an estimated $1.38M and bringing the position to 20,433 shares worth $5.75M. The position accounts for 0.5% of the portfolio, ranked #31.

Focused Wealth Management first reported a position in IBM in Q3 2013 and has held it in 52 quarters since. 3,629 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Focused Wealth Management held 20,433 shares of IBM worth $5.75M as of Q2 2026.
  • Focused Wealth Management bought 5,491 IBM shares in Q2 2026, an estimated $1.38M.
  • IBM made up 0.5% of Focused Wealth Management's portfolio in Q2 2026, its #31 holding.
  • Focused Wealth Management first reported a position in IBM in Q3 2013 and has held it in 52 quarters since.
  • 3,629 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Focused Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.