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GWN Securities’s IBM IBM Stock Holding History

GWN Securities’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 		$1.26M Buy
4,494
+99
+2% +$24.9K 0.21% 129
2026
Q1 		$1.07M Buy
4,395
+752
+21% +$203K 0.2% 121
2025
Q4 		$1.08M Buy
3,643
+415
+13% +$124K 0.22% 118
2025
Q3 		$924K Buy
3,228
+1,056
+49% +$276K 0.21% 115
2025
Q2 		$641K Sell
2,172
-8,436
-80% -$2.17M 0.12% 173
2025
Q1 		$2.69M Buy
10,608
+3,145
+42% +$769K 0.15% 166
2024
Q4 		$1.68M Buy
+7,463
New +$1.66M 0.45% 50

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

GWN Securities's IBM Position: Q2 2026 in Review

GWN Securities increased its IBM (IBM) stake by 2.3% in Q2 2026, buying an estimated $24.9K and bringing the position to 4,494 shares worth $1.26M. The position accounts for 0.21% of the portfolio, ranked #129.

GWN Securities first reported a position in IBM in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.69M in Q1 2025. 3,643 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • GWN Securities held 4,494 shares of IBM worth $1.26M as of Q2 2026.
  • GWN Securities bought 99 IBM shares in Q2 2026, an estimated $24.9K.
  • IBM made up 0.21% of GWN Securities's portfolio in Q2 2026, its #129 holding.
  • GWN Securities first reported a position in IBM in Q4 2024 and has held it in 7 quarters since.
  • GWN Securities's IBM position peaked at $2.69M in Q1 2025.
  • 3,643 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on GWN Securities's 13F filing for Q2 2026, filed 5 Aug 2026.