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Gutierrez Wealth Advisory’s IBM IBM Stock Holding History

Gutierrez Wealth Advisory’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 		$377K Buy
1,340
+51
+4% +$12.8K 0.22% 51
2026
Q1 		$312K Sell
1,289
-13
-1% -$3.52K 0.19% 53
2025
Q4 		$386K Buy
1,302
+104
+9% +$31.1K 0.24% 45
2025
Q3 		$338K Buy
1,198
+7
+0.6% +$1.83K 0.22% 47
2025
Q2 		$351K Buy
1,191
+127
+12% +$32.7K 0.24% 42
2025
Q1 		$265K Buy
1,064
+7
+0.7% +$1.71K 0.21% 37
2024
Q4 		$232K Buy
+1,057
New +$235K 0.19% 41

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

Gutierrez Wealth Advisory's IBM Position: Q2 2026 in Review

Gutierrez Wealth Advisory increased its IBM (IBM) stake by 4% in Q2 2026, buying an estimated $12.8K and bringing the position to 1,340 shares worth $377K. The position accounts for 0.22% of the portfolio, ranked #51.

Gutierrez Wealth Advisory first reported a position in IBM in Q4 2024 and has held it in 7 quarters since. The position peaked at $386K in Q4 2025. 3,629 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Gutierrez Wealth Advisory held 1,340 shares of IBM worth $377K as of Q2 2026.
  • Gutierrez Wealth Advisory bought 51 IBM shares in Q2 2026, an estimated $12.8K.
  • IBM made up 0.22% of Gutierrez Wealth Advisory's portfolio in Q2 2026, its #51 holding.
  • Gutierrez Wealth Advisory first reported a position in IBM in Q4 2024 and has held it in 7 quarters since.
  • Gutierrez Wealth Advisory's IBM position peaked at $386K in Q4 2025.
  • 3,629 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Gutierrez Wealth Advisory's 13F filing for Q2 2026, filed 3 Aug 2026.