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Garrett Wealth Advisory Group’s IBM IBM Stock Holding History

Garrett Wealth Advisory Group’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 		$481K Buy
+1,712
New +$431K 0.07% 89
2019
Q4 		– Sell
-164
Closed -$22.8K – 316
2019
Q3 		$22.8K Buy
+164
New +$22.1K 0.02% 194

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

Garrett Wealth Advisory Group's IBM Position: Q2 2026 in Review

Garrett Wealth Advisory Group opened a new position in IBM (IBM) in Q2 2026: 1,712 shares worth $481K. The stake represents 0.07% of the portfolio and ranks #89 among its holdings. This is a return to the name: Garrett Wealth Advisory Group previously reported a position in IBM as recently as Q3 2019.

Garrett Wealth Advisory Group first reported a position in IBM in Q3 2019 and has held it in 2 quarters since. 3,643 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Garrett Wealth Advisory Group held 1,712 shares of IBM worth $481K as of Q2 2026.
  • IBM was a new Garrett Wealth Advisory Group position in Q2 2026.
  • IBM made up 0.07% of Garrett Wealth Advisory Group's portfolio in Q2 2026, its #89 holding.
  • Garrett Wealth Advisory Group first reported a position in IBM in Q3 2019 and has held it in 2 quarters since.
  • 3,643 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Garrett Wealth Advisory Group's 13F filing for Q2 2026, filed 4 Aug 2026.