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GC Wealth Management RIA’s IBM IBM Stock Holding History

GC Wealth Management RIA’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 		$448K Sell
1,593
-177
-10% -$44.6K 0.03% 344
2026
Q1 		$429K Sell
1,770
-791
-31% -$214K 0.02% 372
2025
Q4 		$759K Sell
2,561
-8,450
-77% -$2.53M 0.03% 278
2025
Q3 		$3.11M Buy
11,011
+3,231
+42% +$846K 0.1% 152
2025
Q2 		$2.29M Buy
7,780
+6,787
+683% +$1.75M 0.19% 120
2025
Q1 		$247K Buy
+993
New +$243K 0.05% 269

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

GC Wealth Management RIA's IBM Position: Q2 2026 in Review

GC Wealth Management RIA reduced its IBM (IBM) stake by 10% in Q2 2026, selling an estimated $44.6K and leaving 1,593 shares worth $448K. The position accounts for 0.03% of the portfolio, ranked #344.

GC Wealth Management RIA first reported a position in IBM in Q1 2025 and has held it in 6 quarters since. The position peaked at $3.11M in Q3 2025. 3,618 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • GC Wealth Management RIA held 1,593 shares of IBM worth $448K as of Q2 2026.
  • GC Wealth Management RIA sold 177 IBM shares in Q2 2026, an estimated $44.6K.
  • IBM made up 0.03% of GC Wealth Management RIA's portfolio in Q2 2026, its #344 holding.
  • GC Wealth Management RIA first reported a position in IBM in Q1 2025 and has held it in 6 quarters since.
  • GC Wealth Management RIA's IBM position peaked at $3.11M in Q3 2025.
  • 3,618 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on GC Wealth Management RIA's 13F filing for Q2 2026, filed 16 Jul 2026.