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FWL Investment Management’s IBM IBM Stock Holding History

FWL Investment 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 		$31.5K Sell
112
-61
-35% -$15.4K 0.01% 234
2026
Q1 		$41.9K Sell
173
-21
-11% -$5.68K 0.01% 177
2025
Q4 		$57.5K Buy
194
+89
+85% +$26.7K 0.01% 147
2025
Q3 		$29.6K Buy
105
+20
+24% +$5.24K 0.01% 179
2025
Q2 		$25.1K Hold
85
– – 0.01% 189
2025
Q1 		$21.1K Sell
85
-25
-23% -$6.12K 0.01% 190
2024
Q4 		$24.2K Sell
110
-15
-12% -$3.34K 0.01% 191
2024
Q3 		$27.6K Sell
125
-40
-24% -$7.84K 0.01% 159
2024
Q2 		$28.5K Sell
165
-138
-46% -$24K 0.01% 138
2024
Q1 		$57.9K Buy
303
+208
+219% +$37.9K 0.03% 88
2023
Q4 		$15.5K Buy
95
+50
+111% +$7.55K 0.01% 143
2023
Q3 		$6.31K Buy
+45
New +$6.4K ﹤0.01% 156
2023
Q1 		– Sell
-15
Closed -$2.11K – 128
2022
Q4 		$2.11K Buy
+15
New +$2.07K ﹤0.01% 169

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 $3.38T AUM 44.17% 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

FWL Investment Management's IBM Position: Q2 2026 in Review

FWL Investment Management reduced its IBM (IBM) stake by 35% in Q2 2026, selling an estimated $15.4K and leaving 112 shares worth $31.5K. The position accounts for 0.01% of the portfolio, ranked #234.

FWL Investment Management first reported a position in IBM in Q4 2022 and has held it in 13 quarters since. The position peaked at $57.9K in Q1 2024. 3,643 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • FWL Investment Management held 112 shares of IBM worth $31.5K as of Q2 2026.
  • FWL Investment Management sold 61 IBM shares in Q2 2026, an estimated $15.4K.
  • IBM made up 0.01% of FWL Investment Management's portfolio in Q2 2026, its #234 holding.
  • FWL Investment Management first reported a position in IBM in Q4 2022 and has held it in 13 quarters since.
  • FWL Investment Management's IBM position peaked at $57.9K in Q1 2024.
  • 3,643 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on FWL Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.