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Gen-Wealth Partners’s IBM IBM Stock Holding History

Gen-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 		$2.55M Hold
9,073
– – 0.71% 37
2026
Q1 		$2.2M Buy
9,073
+373
+4% +$101K 0.69% 40
2025
Q4 		$2.58M Sell
8,700
-874
-9% -$262K 0.83% 24
2025
Q3 		$2.7M Buy
9,574
+483
+5% +$126K 0.91% 19
2025
Q2 		$2.68M Sell
9,091
-862
-9% -$222K 1.03% 16
2025
Q1 		$2.47M Sell
9,953
-373
-4% -$91.2K 1.03% 14
2024
Q4 		$2.27M Sell
10,326
-215
-2% -$47.9K 0.98% 14
2024
Q3 		$2.16M Sell
10,541
-187
-2% -$36.7K 0.94% 17
2024
Q2 		$1.86M Buy
10,728
+515
+5% +$89.5K 0.9% 22
2024
Q1 		$1.95M Buy
+10,213
New +$1.86M 0.97% 18

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

Gen-Wealth Partners's IBM Position: Q2 2026 in Review

Gen-Wealth Partners held its IBM (IBM) position steady in Q2 2026 at 9,073 shares worth $2.55M. The position accounts for 0.71% of the portfolio, ranked #37.

Gen-Wealth Partners first reported a position in IBM in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.7M in Q3 2025. 3,638 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Gen-Wealth Partners held 9,073 shares of IBM worth $2.55M as of Q2 2026.
  • Gen-Wealth Partners left its IBM share count unchanged in Q2 2026.
  • IBM made up 0.71% of Gen-Wealth Partners's portfolio in Q2 2026, its #37 holding.
  • Gen-Wealth Partners first reported a position in IBM in Q1 2024 and has held it in 10 quarters since.
  • Gen-Wealth Partners's IBM position peaked at $2.7M in Q3 2025.
  • 3,638 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Gen-Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.