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HORAN Wealth’s IBM IBM Stock Holding History

HORAN 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 		$827K Sell
2,941
-2,861
-49% -$721K 0.1% 107
2026
Q1 		$1.6M Buy
5,802
+2,951
+104% +$798K 0.15% 85
2025
Q4 		$844K Buy
2,851
+37
+1% +$11.1K 0.13% 90
2025
Q3 		$794K Buy
2,814
+1,806
+179% +$473K 0.13% 108
2025
Q2 		$297K Buy
+1,008
New +$260K 0.09% 95

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

HORAN Wealth's IBM Position: Q2 2026 in Review

HORAN Wealth reduced its IBM (IBM) stake by 49% in Q2 2026, selling an estimated $721K and leaving 2,941 shares worth $827K. The position accounts for 0.1% of the portfolio, ranked #107.

HORAN Wealth first reported a position in IBM in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.6M in Q1 2026. 3,637 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • HORAN Wealth held 2,941 shares of IBM worth $827K as of Q2 2026.
  • HORAN Wealth sold 2,861 IBM shares in Q2 2026, an estimated $721K.
  • IBM made up 0.1% of HORAN Wealth's portfolio in Q2 2026, its #107 holding.
  • HORAN Wealth first reported a position in IBM in Q2 2025 and has held it in 5 quarters since.
  • HORAN Wealth's IBM position peaked at $1.6M in Q1 2026.
  • 3,637 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on HORAN Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.