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FWG Holdings’s IBM IBM Stock Holding History

FWG Holdings’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 		$823K Buy
3,844
+2,332
+154% +$588K 0.29% 60
2026
Q1 		$373K Sell
1,512
-2,550
-63% -$690K 0.14% 98
2025
Q4 		$1.25M Buy
4,062
+453
+13% +$136K 0.47% 49
2025
Q3 		$1.11M Buy
3,609
+122
+3% +$31.9K 0.48% 40
2025
Q2 		$879K Buy
3,487
+137
+4% +$35.3K 0.41% 43
2025
Q1 		$802K Buy
3,350
+1,643
+96% +$402K 0.39% 43
2024
Q4 		$445K Hold
1,707
– – 0.21% 74
2024
Q3 		$363K Hold
1,707
– – 0.18% 78
2024
Q2 		$314K Hold
1,707
– – 0.16% 88
2024
Q1 		$284K Hold
1,707
– – 0.15% 93
2023
Q4 		$275K Hold
1,707
– – 0.16% 89
2023
Q3 		$240K Hold
1,707
– – 0.16% 85
2023
Q2 		$250K Hold
1,707
– – 0.16% 87
2023
Q1 		$224K Sell
1,707
-8
-0.5% -$1.07K 0.16% 79
2022
Q4 		$242K Buy
1,715
+8
+0.5% +$1.1K 0.17% 76
2022
Q3 		$203K Buy
1,707
+9
+0.5% +$1.18K 0.15% 85
2022
Q2 		$240K Buy
1,698
+8
+0.5% +$1.08K 0.21% 75
2022
Q1 		$220K Buy
1,690
+9
+0.5% +$1.17K 0.17% 85
2021
Q4 		$232K Sell
1,681
-69
-4% -$8.65K 0.17% 86
2021
Q3 		$232K Buy
1,750
+8
+0.5% +$1.07K 0.2% 80
2021
Q2 		$244K Buy
+1,742
New +$238K 0.22% 73

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

FWG Holdings's IBM Position: Q2 2026 in Review

FWG Holdings increased its IBM (IBM) stake by 154% in Q2 2026, buying an estimated $588K and bringing the position to 3,844 shares worth $823K. The position accounts for 0.29% of the portfolio, ranked #60.

FWG Holdings first reported a position in IBM in Q2 2021 and has held it in 21 quarters since. The position peaked at $1.25M in Q4 2025. 3,638 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • FWG Holdings held 3,844 shares of IBM worth $823K as of Q2 2026.
  • FWG Holdings bought 2,332 IBM shares in Q2 2026, an estimated $588K.
  • IBM made up 0.29% of FWG Holdings's portfolio in Q2 2026, its #60 holding.
  • FWG Holdings first reported a position in IBM in Q2 2021 and has held it in 21 quarters since.
  • FWG Holdings's IBM position peaked at $1.25M in Q4 2025.
  • 3,638 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on FWG Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.