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Geometric Wealth Advisors’s IBM IBM Stock Holding History

Geometric Wealth Advisors’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 		$934K Buy
3,320
+19
+0.6% +$4.79K 0.1% 34
2026
Q1 		$800K Buy
3,301
+6
+0.2% +$1.62K 0.1% 34
2025
Q4 		$976K Sell
3,295
-198
-6% -$59.3K 0.13% 30
2025
Q3 		$986K Hold
3,493
– – 0.13% 29
2025
Q2 		$1.03M Buy
3,493
+1
+0% +$258 0.15% 26
2025
Q1 		$868K Buy
3,492
+23
+0.7% +$5.63K 0.15% 24
2024
Q4 		$763K Sell
3,469
-77
-2% -$17.1K 0.14% 29
2024
Q3 		$784K Sell
3,546
-2
-0.1% -$392 0.15% 29
2024
Q2 		$614K Buy
3,548
+2,366
+200% +$411K 0.13% 31
2024
Q1 		$226K Buy
+1,182
New +$216K 0.05% 45

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

Geometric Wealth Advisors's IBM Position: Q2 2026 in Review

Geometric Wealth Advisors increased its IBM (IBM) stake by 0.58% in Q2 2026, buying an estimated $4.79K and bringing the position to 3,320 shares worth $934K. The position accounts for 0.1% of the portfolio, ranked #34.

Geometric Wealth Advisors first reported a position in IBM in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.03M in Q2 2025. 3,618 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Geometric Wealth Advisors held 3,320 shares of IBM worth $934K as of Q2 2026.
  • Geometric Wealth Advisors bought 19 IBM shares in Q2 2026, an estimated $4.79K.
  • IBM made up 0.1% of Geometric Wealth Advisors's portfolio in Q2 2026, its #34 holding.
  • Geometric Wealth Advisors first reported a position in IBM in Q1 2024 and has held it in 10 quarters since.
  • Geometric Wealth Advisors's IBM position peaked at $1.03M in Q2 2025.
  • 3,618 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Geometric Wealth Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.