GKWIM
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Gerber Kawasaki Wealth & Investment Management’s IBM IBM Stock Holding History

Gerber Kawasaki Wealth & Investment 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 		$974K Sell
3,462
-6,257
-64% -$1.58M 0.03% 175
2026
Q1 		$2.36M Sell
9,719
-1,038
-10% -$281K 0.08% 111
2025
Q4 		$3.2M Buy
10,757
+5,640
+110% +$1.69M 0.11% 97
2025
Q3 		$1.44M Buy
5,117
+3,197
+167% +$837K 0.05% 130
2025
Q2 		$566K Sell
1,920
-150
-7% -$38.6K 0.02% 193
2025
Q1 		$515K Buy
2,070
+655
+46% +$160K 0.02% 188
2024
Q4 		$311K Buy
1,415
+67
+5% +$14.9K 0.01% 228
2024
Q3 		$298K Buy
+1,348
New +$264K 0.01% 232
2023
Q4 		– Sell
-1,983
Closed -$278K – 273
2023
Q3 		$278K Buy
1,983
+203
+11% +$28.9K 0.02% 204
2023
Q2 		$238K Sell
1,780
-111
-6% -$14.3K 0.02% 228
2023
Q1 		$248K Sell
1,891
-2
-0.1% -$268 0.02% 216
2022
Q4 		$267K Sell
1,893
-207
-10% -$28.6K 0.02% 204
2022
Q3 		$249K Buy
2,100
+540
+35% +$70.9K 0.02% 194
2022
Q2 		$220K Buy
1,560
+10
+0.6% +$1.35K 0.02% 219
2022
Q1 		$201K Buy
1,550
+23
+2% +$3K 0.02% 249
2021
Q4 		$204K Sell
1,527
-776
-34% -$97.3K 0.02% 260
2021
Q3 		$305K Buy
2,303
+208
+10% +$27.8K 0.04% 138
2021
Q2 		$293K Buy
2,095
+507
+32% +$69.3K 0.03% 198
2021
Q1 		$202K Buy
+1,588
New +$190K 0.02% 207

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

Gerber Kawasaki Wealth & Investment Management's IBM Position: Q2 2026 in Review

Gerber Kawasaki Wealth & Investment Management reduced its IBM (IBM) stake by 64% in Q2 2026, selling an estimated $1.58M and leaving 3,462 shares worth $974K. The position accounts for 0.03% of the portfolio, ranked #175.

Gerber Kawasaki Wealth & Investment Management first reported a position in IBM in Q1 2021 and has held it in 19 quarters since. The position peaked at $3.2M in Q4 2025. 3,643 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Gerber Kawasaki Wealth & Investment Management held 3,462 shares of IBM worth $974K as of Q2 2026.
  • Gerber Kawasaki Wealth & Investment Management sold 6,257 IBM shares in Q2 2026, an estimated $1.58M.
  • IBM made up 0.03% of Gerber Kawasaki Wealth & Investment Management's portfolio in Q2 2026, its #175 holding.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in IBM in Q1 2021 and has held it in 19 quarters since.
  • Gerber Kawasaki Wealth & Investment Management's IBM position peaked at $3.2M in Q4 2025.
  • 3,643 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.