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GDS Wealth Management’s IBM IBM Stock Holding History

GDS Wealth 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 		$1.49M Buy
5,289
+775
+17% +$195K 0.07% 85
2026
Q1 		$1.09M Buy
4,514
+24
+0.5% +$6.49K 0.07% 86
2025
Q4 		$1.33M Hold
4,490
– – 0.08% 85
2025
Q3 		$1.27M Sell
4,490
-2
-0% -$524 0.08% 89
2025
Q2 		$1.32M Buy
4,492
+10
+0.2% +$2.58K 0.1% 88
2025
Q1 		$1.11M Buy
4,482
+13
+0.3% +$3.18K 0.1% 87
2024
Q4 		$982K Sell
4,469
-549
-11% -$122K 0.09% 92
2024
Q3 		$1.11M Buy
5,018
+1,763
+54% +$346K 0.11% 68
2024
Q2 		$563K Sell
3,255
-87
-3% -$15.1K 0.06% 79
2024
Q1 		$638K Buy
3,342
+34
+1% +$6.2K 0.07% 76
2023
Q4 		$541K Buy
3,308
+3
+0.1% +$453 0.07% 81
2023
Q3 		$464K Hold
3,305
– – 0.07% 76
2023
Q2 		$442K Hold
3,305
– – 0.07% 85
2023
Q1 		$433K Sell
3,305
-184
-5% -$24.6K 0.08% 82
2022
Q4 		$492K Sell
3,489
-117
-3% -$16.1K 0.09% 78
2022
Q3 		$428K Buy
3,606
+64
+2% +$8.4K 0.1% 77
2022
Q2 		$500K Buy
+3,542
New +$478K 0.11% 71

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

GDS Wealth Management's IBM Position: Q2 2026 in Review

GDS Wealth Management increased its IBM (IBM) stake by 17% in Q2 2026, buying an estimated $195K and bringing the position to 5,289 shares worth $1.49M. The position accounts for 0.07% of the portfolio, ranked #85.

GDS Wealth Management first reported a position in IBM in Q2 2022 and has held it in 17 quarters since. 3,643 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • GDS Wealth Management held 5,289 shares of IBM worth $1.49M as of Q2 2026.
  • GDS Wealth Management bought 775 IBM shares in Q2 2026, an estimated $195K.
  • IBM made up 0.07% of GDS Wealth Management's portfolio in Q2 2026, its #85 holding.
  • GDS Wealth Management first reported a position in IBM in Q2 2022 and has held it in 17 quarters since.
  • 3,643 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on GDS Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.