Heritage Family Offices’s IBM IBM Stock Holding History

Heritage Family Offices’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	$501K	Buy	1,781 +357	+25%	+$89.9K	0.19%	98
2026 Q1	$345K	Buy	+1,424	New	+$385K	0.15%	126

Other funds holding IBM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Heritage Family Offices's IBM Position: Q2 2026 in Review

Heritage Family Offices increased its IBM (IBM) stake by 25% in Q2 2026, buying an estimated $89.9K and bringing the position to 1,781 shares worth $501K. The position accounts for 0.19% of the portfolio, ranked #98.

Heritage Family Offices first reported a position in IBM in Q1 2026 and has held it in 2 quarters since. 3,643 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

Heritage Family Offices held 1,781 shares of IBM worth $501K as of Q2 2026.
Heritage Family Offices bought 357 IBM shares in Q2 2026, an estimated $89.9K.
IBM made up 0.19% of Heritage Family Offices's portfolio in Q2 2026, its #98 holding.
Heritage Family Offices first reported a position in IBM in Q1 2026 and has held it in 2 quarters since.
3,643 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Heritage Family Offices's 13F filing for Q2 2026, filed 29 Jul 2026.