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ForthRight Wealth Management’s IBM IBM Stock Holding History

ForthRight 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 		$1.22M Buy
4,327
+101
+2% +$25.4K 0.31% 32
2026
Q1 		$1.02M Hold
4,226
– – 0.29% 32
2025
Q4 		$1.25M Buy
4,226
+60
+1% +$18K 0.36% 28
2025
Q3 		$1.18M Buy
4,166
+2,064
+98% +$540K 0.34% 29
2025
Q2 		$620K Buy
2,102
+1,251
+147% +$322K 0.19% 40
2025
Q1 		$212K Buy
+851
New +$208K 0.07% 62
2021
Q1 		– Sell
-315
Closed -$38K – 96
2020
Q4 		$38K Buy
+315
New +$36.4K 0.03% 74

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

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

ForthRight Wealth Management increased its IBM (IBM) stake by 2.4% in Q2 2026, buying an estimated $25.4K and bringing the position to 4,327 shares worth $1.22M. The position accounts for 0.31% of the portfolio, ranked #32.

ForthRight Wealth Management first reported a position in IBM in Q4 2020 and has held it in 7 quarters since. The position peaked at $1.25M in Q4 2025. 3,629 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • ForthRight Wealth Management held 4,327 shares of IBM worth $1.22M as of Q2 2026.
  • ForthRight Wealth Management bought 101 IBM shares in Q2 2026, an estimated $25.4K.
  • IBM made up 0.31% of ForthRight Wealth Management's portfolio in Q2 2026, its #32 holding.
  • ForthRight Wealth Management first reported a position in IBM in Q4 2020 and has held it in 7 quarters since.
  • ForthRight Wealth Management's IBM position peaked at $1.25M in Q4 2025.
  • 3,629 funds tracked by Wall St. Rank held IBM as of Q2 2026.

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