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Hidden Cove Wealth Management’s IBM IBM Stock Holding History

Hidden Cove 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 		$204K Buy
+727
New +$183K 0.11% 125
2025
Q4 		– Sell
-940
Closed -$265K – 105
2025
Q3 		$265K Buy
940
+30
+3% +$7.85K 0.18% 69
2025
Q2 		$268K Buy
910
+82
+10% +$21.1K 0.19% 60
2025
Q1 		$206K Buy
+828
New +$203K 0.16% 61

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

Hidden Cove Wealth Management's IBM Position: Q2 2026 in Review

Hidden Cove Wealth Management opened a new position in IBM (IBM) in Q2 2026: 727 shares worth $204K. The stake represents 0.11% of the portfolio and ranks #125 among its holdings. This is a return to the name: Hidden Cove Wealth Management previously reported a position in IBM as recently as Q3 2025.

Hidden Cove Wealth Management first reported a position in IBM in Q1 2025 and has held it in 4 quarters since. The position peaked at $268K in Q2 2025. 3,618 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Hidden Cove Wealth Management held 727 shares of IBM worth $204K as of Q2 2026.
  • IBM was a new Hidden Cove Wealth Management position in Q2 2026.
  • IBM made up 0.11% of Hidden Cove Wealth Management's portfolio in Q2 2026, its #125 holding.
  • Hidden Cove Wealth Management first reported a position in IBM in Q1 2025 and has held it in 4 quarters since.
  • Hidden Cove Wealth Management's IBM position peaked at $268K in Q2 2025.
  • 3,618 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Hidden Cove Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.