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Greykasell Wealth Strategies’s IBM IBM Stock Holding History

Greykasell Wealth Strategies’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 		$27.6K Hold
98
– – 0.01% 285
2026
Q1 		$23.8K Buy
98
+33
+51% +$8.93K 0.01% 317
2025
Q4 		$19.3K Hold
65
– – 0.01% 317
2025
Q3 		$18.3K Buy
+65
New +$17K 0.01% 273

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

Greykasell Wealth Strategies's IBM Position: Q2 2026 in Review

Greykasell Wealth Strategies held its IBM (IBM) position steady in Q2 2026 at 98 shares worth $27.6K. The position accounts for 0.01% of the portfolio, ranked #285.

Greykasell Wealth Strategies first reported a position in IBM in Q3 2025 and has held it in 4 quarters since. 3,643 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Greykasell Wealth Strategies held 98 shares of IBM worth $27.6K as of Q2 2026.
  • Greykasell Wealth Strategies left its IBM share count unchanged in Q2 2026.
  • IBM made up 0.01% of Greykasell Wealth Strategies's portfolio in Q2 2026, its #285 holding.
  • Greykasell Wealth Strategies first reported a position in IBM in Q3 2025 and has held it in 4 quarters since.
  • 3,643 funds tracked by Wall St. Rank held IBM as of Q2 2026.

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