Fox Hill Wealth Management’s IBM IBM Stock Holding History

Fox Hill 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	$1.53M	Sell	5,427 -34	-0.6%	-$8.57K	0.61%	50
2026 Q1	$1.32M	Buy	5,461 +76	+1%	+$20.6K	0.64%	54
2025 Q4	$1.6M	Buy	5,385 +4	+0.1%	+$1.2K	0.74%	45
2025 Q3	$1.52M	Buy	5,381 +1,171	+28%	+$307K	0.71%	44
2025 Q2	$1.24M	Sell	4,210 -145	-3%	-$37.4K	0.64%	46
2025 Q1	$1.08M	Sell	4,355 -46	-1%	-$11.3K	0.64%	49
2024 Q4	$967K	Buy	4,401 +155	+4%	+$34.5K	0.55%	52
2024 Q3	$939K	Buy	4,246 +531	+14%	+$104K	0.52%	53
2024 Q2	$643K	Buy	3,715 +2,639	+245%	+$459K	0.39%	55
2024 Q1	$206K	Buy	+1,076	New	+$196K	0.14%	97

Other funds holding IBM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Fox Hill Wealth Management's IBM Position: Q2 2026 in Review

Fox Hill Wealth Management reduced its IBM (IBM) stake by 0.62% in Q2 2026, selling an estimated $8.57K and leaving 5,427 shares worth $1.53M. The position accounts for 0.61% of the portfolio, ranked #50.

Fox Hill Wealth Management first reported a position in IBM in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.6M in Q4 2025. 3,629 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

Fox Hill Wealth Management held 5,427 shares of IBM worth $1.53M as of Q2 2026.
Fox Hill Wealth Management sold 34 IBM shares in Q2 2026, an estimated $8.57K.
IBM made up 0.61% of Fox Hill Wealth Management's portfolio in Q2 2026, its #50 holding.
Fox Hill Wealth Management first reported a position in IBM in Q1 2024 and has held it in 10 quarters since.
Fox Hill Wealth Management's IBM position peaked at $1.6M in Q4 2025.
3,629 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Fox Hill Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.