Heritage Wealth Management (Ohio)’s IBM IBM Stock Holding History

Heritage Wealth Management (Ohio)’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	$1.82M	Buy	+6,460	New	+$1.63M	0.45%	62
2026 Q1	–	Sell	-6,527	Closed	-$1.93M	–	190
2025 Q4	$1.93M	Sell	6,527 -159	-2%	-$47.6K	0.54%	50
2025 Q3	$1.89M	Sell	6,686 -39	-0.6%	-$10.2K	0.55%	46
2025 Q2	$1.98M	Sell	6,725 -896	-12%	-$231K	0.64%	40
2025 Q1	$1.9M	Sell	7,621 -691	-8%	-$169K	0.65%	37
2024 Q4	$1.83M	Buy	8,312 +1	+0%	+$223	0.61%	37
2024 Q3	$1.84M	Sell	8,311 -28	-0.3%	-$5.49K	0.6%	35
2024 Q2	$1.47M	Buy	+8,339	New	+$1.45M	0.49%	52

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 $3.37T AUM 44.26% 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 Wealth Management (Ohio)'s IBM Position: Q2 2026 in Review

Heritage Wealth Management (Ohio) opened a new position in IBM (IBM) in Q2 2026: 6,460 shares worth $1.82M. The stake represents 0.45% of the portfolio and ranks #62 among its holdings. This is a return to the name: Heritage Wealth Management (Ohio) previously reported a position in IBM as recently as Q4 2025.

Heritage Wealth Management (Ohio) first reported a position in IBM in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.98M in Q2 2025. 3,629 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

Heritage Wealth Management (Ohio) held 6,460 shares of IBM worth $1.82M as of Q2 2026.
IBM was a new Heritage Wealth Management (Ohio) position in Q2 2026.
IBM made up 0.45% of Heritage Wealth Management (Ohio)'s portfolio in Q2 2026, its #62 holding.
Heritage Wealth Management (Ohio) first reported a position in IBM in Q2 2024 and has held it in 8 quarters since.
Heritage Wealth Management (Ohio)'s IBM position peaked at $1.98M in Q2 2025.
3,629 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Heritage Wealth Management (Ohio)'s 13F filing for Q2 2026, filed 28 Jul 2026.