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Hohimer Wealth Management’s IBM IBM Stock Holding History

Hohimer 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 		$335K Sell
1,191
-81
-6% -$20.4K 0.03% 261
2026
Q1 		$308K Buy
1,272
+24
+2% +$6.49K 0.04% 236
2025
Q4 		$370K Sell
1,248
-9
-0.7% -$2.69K 0.05% 206
2025
Q3 		$355K Buy
1,257
+139
+12% +$36.4K 0.05% 208
2025
Q2 		$330K Sell
1,118
-22
-2% -$5.67K 0.06% 176
2025
Q1 		$283K Sell
1,140
-8
-0.7% -$1.96K 0.06% 198
2024
Q4 		$252K Buy
1,148
+73
+7% +$16.3K 0.05% 201
2024
Q3 		$238K Buy
+1,075
New +$211K 0.05% 193
2024
Q2 		– Sell
-8,929
Closed -$1.71M – 236
2024
Q1 		$1.71M Sell
8,929
-47
-0.5% -$8.57K 0.4% 79
2023
Q4 		$1.47M Buy
8,976
+972
+12% +$147K 0.37% 81
2023
Q3 		$1.12M Hold
8,004
– – 0.32% 83
2023
Q2 		$1.07M Buy
8,004
+600
+8% +$77.4K 0.3% 85
2023
Q1 		$971K Buy
7,404
+2,855
+63% +$382K 0.28% 87
2022
Q4 		$641K Buy
+4,549
New +$627K 0.2% 97

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

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

Hohimer Wealth Management reduced its IBM (IBM) stake by 6.4% in Q2 2026, selling an estimated $20.4K and leaving 1,191 shares worth $335K. The position accounts for 0.03% of the portfolio, ranked #261.

Hohimer Wealth Management first reported a position in IBM in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.71M in Q1 2024. 3,629 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Hohimer Wealth Management held 1,191 shares of IBM worth $335K as of Q2 2026.
  • Hohimer Wealth Management sold 81 IBM shares in Q2 2026, an estimated $20.4K.
  • IBM made up 0.03% of Hohimer Wealth Management's portfolio in Q2 2026, its #261 holding.
  • Hohimer Wealth Management first reported a position in IBM in Q4 2022 and has held it in 14 quarters since.
  • Hohimer Wealth Management's IBM position peaked at $1.71M in Q1 2024.
  • 3,629 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Hohimer Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.