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High Note Wealth’s IBM IBM Stock Holding History

High Note Wealth’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 		$143K Sell
508
-193
-28% -$48.6K 0.02% 142
2026
Q1 		$170K Sell
701
-73
-9% -$19.8K 0.03% 118
2025
Q4 		$229K Buy
774
+33
+4% +$9.88K 0.04% 104
2025
Q3 		$209K Sell
741
-1
-0.1% -$262 0.04% 102
2025
Q2 		$219K Sell
742
-1
-0.1% -$258 0.05% 101
2025
Q1 		$185K Hold
743
– – 0.05% 100
2024
Q4 		$163K Buy
+743
New +$165K 0.04% 106

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

High Note Wealth's IBM Position: Q2 2026 in Review

High Note Wealth reduced its IBM (IBM) stake by 28% in Q2 2026, selling an estimated $48.6K and leaving 508 shares worth $143K. The position accounts for 0.02% of the portfolio, ranked #142.

High Note Wealth first reported a position in IBM in Q4 2024 and has held it in 7 quarters since. The position peaked at $229K in Q4 2025. 3,629 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • High Note Wealth held 508 shares of IBM worth $143K as of Q2 2026.
  • High Note Wealth sold 193 IBM shares in Q2 2026, an estimated $48.6K.
  • IBM made up 0.02% of High Note Wealth's portfolio in Q2 2026, its #142 holding.
  • High Note Wealth first reported a position in IBM in Q4 2024 and has held it in 7 quarters since.
  • High Note Wealth's IBM position peaked at $229K in Q4 2025.
  • 3,629 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on High Note Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.