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Gateway Wealth Partners’s IBM IBM Stock Holding History

Gateway Wealth Partners’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 		$1.26M Sell
4,466
-2,663
-37% -$671K 0.08% 260
2026
Q1 		$1.73M Buy
7,129
+5,183
+266% +$1.4M 0.07% 276
2025
Q4 		$576K Buy
1,946
+384
+25% +$115K 0.06% 256
2025
Q3 		$441K Buy
1,562
+445
+40% +$116K 0.06% 265
2025
Q2 		$329K Sell
1,117
-80
-7% -$20.6K 0.06% 263
2025
Q1 		$298K Buy
1,197
+1
+0.1% +$245 0.07% 252
2024
Q4 		$263K Sell
1,196
-143
-11% -$31.8K 0.07% 247
2024
Q3 		$296K Buy
1,339
+57
+4% +$11.2K 0.08% 214
2024
Q2 		$222K Sell
1,282
-21
-2% -$3.65K 0.07% 244
2024
Q1 		$249K Buy
+1,303
New +$238K 0.09% 199

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

Gateway Wealth Partners's IBM Position: Q2 2026 in Review

Gateway Wealth Partners reduced its IBM (IBM) stake by 37% in Q2 2026, selling an estimated $671K and leaving 4,466 shares worth $1.26M. The position accounts for 0.08% of the portfolio, ranked #260.

Gateway Wealth Partners first reported a position in IBM in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.73M in Q1 2026. 3,630 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Gateway Wealth Partners held 4,466 shares of IBM worth $1.26M as of Q2 2026.
  • Gateway Wealth Partners sold 2,663 IBM shares in Q2 2026, an estimated $671K.
  • IBM made up 0.08% of Gateway Wealth Partners's portfolio in Q2 2026, its #260 holding.
  • Gateway Wealth Partners first reported a position in IBM in Q1 2024 and has held it in 10 quarters since.
  • Gateway Wealth Partners's IBM position peaked at $1.73M in Q1 2026.
  • 3,630 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Gateway Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.