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Fulcrum Wealth Advisors’s IBM IBM Stock Holding History

Fulcrum Wealth Advisors’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 		$2.94M Sell
10,462
-3,007
-22% -$758K 2.25% 17
2026
Q1 		$3.26M Buy
13,469
+784
+6% +$212K 2.7% 11
2025
Q4 		$3.76M Buy
+12,685
New +$3.8M 3.09% 9

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

Fulcrum Wealth Advisors's IBM Position: Q2 2026 in Review

Fulcrum Wealth Advisors reduced its IBM (IBM) stake by 22% in Q2 2026, selling an estimated $758K and leaving 10,462 shares worth $2.94M. The position accounts for 2.25% of the portfolio, ranked #17.

Fulcrum Wealth Advisors first reported a position in IBM in Q4 2025 and has held it in 3 quarters since. The position peaked at $3.76M in Q4 2025. 3,611 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Fulcrum Wealth Advisors held 10,462 shares of IBM worth $2.94M as of Q2 2026.
  • Fulcrum Wealth Advisors sold 3,007 IBM shares in Q2 2026, an estimated $758K.
  • IBM made up 2.25% of Fulcrum Wealth Advisors's portfolio in Q2 2026, its #17 holding.
  • Fulcrum Wealth Advisors first reported a position in IBM in Q4 2025 and has held it in 3 quarters since.
  • Fulcrum Wealth Advisors's IBM position peaked at $3.76M in Q4 2025.
  • 3,611 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Fulcrum Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.