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HFR Wealth Management’s IBM IBM Stock Holding History

HFR Wealth Management’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 		$220K Buy
+783
New +$197K 0.05% 50
2026
Q1 		– Sell
-783
Closed -$232K – 50
2025
Q4 		$232K Hold
783
– – 0.05% 48
2025
Q3 		$221K Hold
783
– – 0.05% 50
2025
Q2 		$231K Buy
+783
New +$202K 0.06% 48
2024
Q4 		– Sell
-1,220
Closed -$270K – 53
2024
Q3 		$270K Buy
+1,220
New +$239K 0.07% 49

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

HFR Wealth Management's IBM Position: Q2 2026 in Review

HFR Wealth Management opened a new position in IBM (IBM) in Q2 2026: 783 shares worth $220K. The stake represents 0.05% of the portfolio and ranks #50 among its holdings. This is a return to the name: HFR Wealth Management previously reported a position in IBM as recently as Q4 2025.

HFR Wealth Management first reported a position in IBM in Q3 2024 and has held it in 5 quarters since. The position peaked at $270K in Q3 2024. 3,611 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • HFR Wealth Management held 783 shares of IBM worth $220K as of Q2 2026.
  • IBM was a new HFR Wealth Management position in Q2 2026.
  • IBM made up 0.05% of HFR Wealth Management's portfolio in Q2 2026, its #50 holding.
  • HFR Wealth Management first reported a position in IBM in Q3 2024 and has held it in 5 quarters since.
  • HFR Wealth Management's IBM position peaked at $270K in Q3 2024.
  • 3,611 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on HFR Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.